Manage Your Clients

39 articles in this collection
Written by Andrew Garcia, Erik Dreyer, Karen Gordon and 2 others

How to add 'Referred By' to a contact

Keep track of where leads come from using the 'Referred By' field when adding or editing contacts.

Written by Samantha Smith
Updated over a week ago

How can I include teammates on all quotes and messages sent from Goodshuffle Pro?

Here's how you can add an additional email address to a client's profile.

Written by Colin Connor
Updated over a week ago

How do I export a client list?

How can I print or download a list of clients from Goodshuffle Pro?

Written by Colin Connor
Updated over a week ago

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

Written by Colin Connor
Updated over a week ago

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?

Written by Karen Gordon
Updated over a week ago

How can I easily sign and pay online?

Here are the quick and secure steps that you will take to sign and pay online.

Written by Colin Connor
Updated over a week ago

How can I track the activity of my contacts?

How can I generate a statement for all the remaining balances for a company?

Here's how you can send a company a summary of all of the remaining (or A/R) balances they have with your business.

Written by Colin Connor
Updated over a week ago

How can I see a client’s billing history?

Written by Colin Connor
Updated over a week ago

How can I see all the projects and their statuses for a client?

Here's how you can use your project list to search for clients and use the custom columns to get all the information you need.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

Where can I see which of my clients owes me money?

Here's how you can use the Customer Aging Report to quickly see which how much your clients owe you.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

How can I manage the entries in my directory?

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

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

How to link a company and its employees

Store contacts with their respective company profile in the Directory page

Written by Karen Gordon
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

How can I delete a Company?

Written by Colin Connor
Updated over a week ago

How can I delete a Client?

Here's how you can delete a Client from your Directory

Written by Colin Connor
Updated over a week ago

How can I delete a Venue?

Here's how you can delete a Venue from your directory.

Written by Colin Connor
Updated over a week ago

Upload Contacts

How to upload your QuickBooks Online contacts

Written by Karen Gordon
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

How can I track my communication with my clients?

Will additional contacts on a project receive payment due reminders?

Written by Colin Connor
Updated over a week ago

Will Messages from my client still be sent to me if I deactivate my account?

Written by Colin Connor
Updated over a week ago

Automated and Manual Client Emails

Some emails are automatically sent to clients, and some happen as a result of your action in Goodshuffle Pro. Here's the breakdown.

Written by Erik Dreyer
Updated over a week ago

How messages work

Can I respond to a project message through my personal email? How do my sent messages appear to my clients?

Written by Karen Gordon
Updated over a week ago

Tracking Client Interaction with your Quotes & Contracts

Are you curious when customers are opening your quotes and how often?

Written by Andrew Garcia
Updated over a week ago

How can I remember important details about my clients?

How can I add a client's billing address?

You can add in a billing address for a client when adding editing their profile.

Written by Colin Connor
Updated over a week ago

How can I remove a file from a client?

Here's how you can removed suggested files from a client.

Written by Colin Connor
Updated over a week ago

How can I add notes for a client?

Here's where you can add notes for your client's profile.

Written by Colin Connor
Updated over a week ago

How can I remove a client's saved card?

Here's how you can delete a client's card you have 'on-file'.

Written by Colin Connor
Updated over a week ago

How can I untag a file from a venue?

Here's how you can remove a file from a venue.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

Remember Valuable Information about Clients, Companies, or Venues

How do I use the CRM tools to better manage my clients?

Written by Karen Gordon
Updated over a week ago

How can I adjust my client's settings?

How can I mark a client as tax exempt?

Here's how you can mark a client as tax exempt.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

Assigning a permanent payment policy to a specific customer

How to add a specific payment policy or discount to a customer, allowing the discount to be recorded for future transactions.

Written by Karen Gordon
Updated over a week ago

Apply Terms & Conditions, Payment Terms, and Cancellation Policies to Existing Customers

We know you may have specific agreements with certain customers; learn how to keep track of these arrangements in your system.

Written by Karen Gordon
Updated over a week ago