Manage Your Clients

Andrew Garcia avatar Erik Dreyer avatar Karen Gordon avatar +1
38 articles in this collection
Written by Andrew Garcia, Erik Dreyer, Karen Gordon and 1 other
How can I manage the entries in my directory?

Will people CC’d on messages be included when someone replies to a message?

If I CC a client on a message, will they receive responses when someone replies?
Colin Connor avatar
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.
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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.
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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
Karen Gordon avatar
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.
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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.
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Written by Colin Connor
Updated over a week ago

How can I delete a Company?

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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
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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.
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Written by Colin Connor
Updated over a week ago

Upload Contacts

How to upload your QuickBooks Online contacts
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Written by Karen Gordon
Updated over a week ago