This feature is available on all Goodshuffle Pro Plans.
To begin adding to your directory, navigate to Directory > Add Contact.
The following options will open up, choose which you want to add.
After adding Added Clients, Companies, and Venues to your directory, they will be made easy to find when creating new projects.
Customize Each Entry
In this example, we’re adding a New Client. You can apply custom settings that will automatically populate when this client is used in a project.
You can:
Apply a default discount for loyal customers (Learn More)
Set payment terms (Learn More)
Mark the client as tax-exempt (Learn More)
Choose default terms and conditions
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!