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Manage Your Clients
Manage Your Clients
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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