Managing my Directory
Add and organize clients, venues, and companies
How can I apply a net based payment policy to my charge account companies?Here's how you can set a default payment policy for a company
How to Add 'Referred By' to a ContactKeep track of where leads come from using the 'Referred By' field when adding or editing contacts.
How Can I See a Client’s Billing History?Learn how to find the current amount due, payments year-to-date, and Lifetime Spend for specific clients.
How do I export a client list?How can I print or download a list of clients from Goodshuffle Pro?
How can I tell if a contact in my directory is a lead or a client?Here's how you can use the client's Activity tab to see if they've been on a project before.
How Can I See a Company's Activity?Learn how to view all past and upcoming projects for a company in Goodshuffle Pro.
Where Can I See Which of My Clients Owes Me Money?Here's how you can use the Due Balances Report to quickly see how much each client owes you.
How Can I Edit a Contact's Information on a Project?Update client details like email address or phone number directly within a project in Goodshuffle Pro.
How Can I Use an Email Address for Another Contact?Learn how to reassign an email address from one contact to another in Goodshuffle Pro.
How Can I Set Up a Project for a Planner and a Client?Here's how you can have multiple projects with a planner for different clients.
How Can I Add Notes for a Client?Learn how to add important notes to a client's profile in Goodshuffle Pro.
How Can I Remove a Client's Saved Card?Learn how to remove a saved credit or debit card from a client’s profile or project in Goodshuffle Pro.
How can I assign a discount to a client?Here's how you can add a discount to a contact's profile that will automatically apply on their projects.
Remember Valuable Information About Clients, Companies, or VenuesLearn how to use CRM tools in Goodshuffle Pro to store and manage key client, company, or venue details.
How Can I Mark a Client as Tax Exempt?Learn how you can mark a client as tax exempt.
How can I keep a client's driver's license on file?Here's how you can add a client's document to their profile in your directory for future reference.
How Can I Untag a File From a Venue?Remove an outdated or incorrect file—like a floor plan—from a venue in Goodshuffle Pro.
How Can I Remove a File From a Client?Learn how to remove or untag a file from a client’s profile in Goodshuffle Pro.
How Can I Add a Client's Billing Address?You can add in a billing address for a client when adding editing their profile.
Tracking Client Interaction with your Quotes & ContractsAre you curious when customers are opening your quotes and how often?
Will additional contacts on a project receive payment due reminders?
How to Upload Contacts into Goodshuffle Pro from QuickBooks OnlineLearn how to import your QuickBooks Online contacts into Goodshuffle Pro using the QuickBooks integration.
How Can I Delete a Client?How Can I Delete a Client?
How Can I Delete a Venue?Learn how to remove a venue from your Goodshuffle Pro directory in just a few steps.
How Can I Delete a Company?Learn how to delete a company from your Directory in Goodshuffle Pro.
How Can I Tell Who Is Connected With an Email Address?Learn how to find which contact is associated with a specific email address in Goodshuffle Pro.
How to Link a Company and Its EmployeesKeep your directory organized by associating employee contacts with their company profile.
How can I merge a duplicate entry in my directory?Here's how you can merge a duplicate client, venue, or company in your directory.
Apply Terms and Conditions, Payment Terms, and Cancellation Policies to Existing CustomersLearn how to apply custom terms, payment policies, and cancellation rules to specific clients in Goodshuffle Pro.
Assigning a permanent payment policy to a specific customerHow to add a specific payment policy or discount to a customer, allowing the discount to be recorded for future transactions.
How can I add a client's mailing address to their profile?Here's how you can record a client's mailing address and use it as their venue on their projects.
Where Can I Add a Second Phone Number for a Client?Here's how to add a second phone number from your client's profile in Goodshuffle Pro.