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 easily sign and pay online?Here are the quick and secure steps that you will take to sign and pay online.
How can I see a client’s billing history?
How do I export a client list?How can I print or download a list of clients from Goodshuffle Pro?
How can I record an account credit for a client?Here's how you can use the notes section on your contacts to record their account credits
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?Here's where you can see all the projects you've got coming up and all the projects you've completed for a company.
Where can I see which of my clients owes me money?Here's how you can use the Due Balances Report to quickly see which how much your clients owe you.
How can I edit a contact's information on a project?Here's how you can edit a contact's information from within a project.
How can I use an email for another contact?Here's how you can swap out the email for one contact and assign it to another.
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?Here's where you can add notes for your client's profile.
How can I remove a client's saved card?Here's how you can delete a client's card you have 'on-file'.
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 VenuesHow do I use the CRM tools to better manage my clients?
How can I mark a client as tax exempt?Here's 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?Here's how you can remove a file from a venue.
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.
Apply Terms & Conditions, Payment Terms, and Cancellation Policies to Existing CustomersWe know you may have specific agreements with certain customers; learn how to keep track of these arrangements in your system.
How can I remove a file from a client?Here's how you can removed suggested files from a client.
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?
Upload ContactsHow to upload your QuickBooks Online contacts
How can I delete a Client?Here's how you can delete a Client from your Directory
How can I delete a Venue?Here's how you can delete a Venue from your directory.
How can I delete a Company?
How can I tell who is connected with an email address?Here's how you can see which one of your contacts is connected with an email address.
How to link a company and its employeesStore contacts with their respective company profile in the Directory page
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.