Directory
Get help managing client, venue, and vendor contact information within your Goodshuffle Pro Directory.
What affects the live link that is sent to the client?Will the live link contract automatically apply project changes made after it is initially sent? What changes could be made?
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.