Managing my Directory
Add and organize clients, venues, and companies
By Colin and 4 others5 authors31 articles
- 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 in the Directory.
- 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 See a Client’s Billing History?Learn how to find the current amount due, payments year-to-date, and Lifetime Spend for specific clients.
- How Do I Export a Client List?Learn how to export a list of client contact details from Goodshuffle Pro.
- How to Tell if a Contact in Your Directory Is a Lead or a ClientUse the Activity tab to check whether a contact has previously been involved in a project with your company.
- How Can I See a Company's Activity?Learn how to view all past and upcoming projects for a company in Goodshuffle Pro.
- Where Can I See Which of My Clients Owes Me Money?Here's how you can use the Due Balances Report to quickly see how much each client owes you.
- How Can I Edit a Contact's Information on a Project?Update client details like email address or phone number directly within a project in Goodshuffle Pro.
- How Can I Use an Email Address for Another Contact?Learn how to reassign an email address from one contact to another in Goodshuffle Pro.
- 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?Learn how to add important notes to a client's profile in Goodshuffle Pro.
- How Can I Remove a Client's Saved Card?Learn how to remove a saved credit or debit card from a client’s profile or project in Goodshuffle Pro.
- How Can I Assign a Discount to a Client?Learn how you can add a discount to a contact's profile that will automatically apply on their upcoming projects.
- Remember Valuable Information About Clients, Companies, or VenuesLearn how to use CRM tools in Goodshuffle Pro to store and manage key client, company, or venue details.
- How Can I Mark a Client as Tax Exempt?Learn how you can mark a client as tax exempt.
- How Can I Keep a Client's Driver's License on File?Here's how to securely store a client's document in your directory for future reference.
- How Can I Untag a File From a Venue?Remove an outdated or incorrect file—like a floor plan—from a venue in Goodshuffle Pro.
- How Can I Remove a File From a Client?Learn how to remove or untag a file from a client’s profile in Goodshuffle Pro.
- How Can I Add a Client's Billing Address?You can add in a billing address for a client when adding editing their profile.
- Will Additional Contacts on a Project Receive Payment Due Reminders?Learn who receives payment due reminders.
- How to Upload Contacts into Goodshuffle Pro from QuickBooks OnlineLearn how to import your QuickBooks Online contacts into Goodshuffle Pro using the QuickBooks integration.
- How Can I Delete a Client?How Can I Delete a Client?
- How Can I Delete a Venue?Learn how to remove a venue from your Goodshuffle Pro directory in just a few steps.
- How Can I Delete a Company?Learn how to delete a company from your Directory in Goodshuffle Pro.
- How Can I Tell Who Is Connected With an Email Address?Learn how to find which contact is associated with a specific email address in Goodshuffle Pro.
- How to Link a Company and Its EmployeesKeep your directory organized by associating employee contacts with their company profile.
- 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.
- Apply Terms and Conditions, Payment Terms, and Cancellation Policies to Existing CustomersLearn how to apply custom terms, payment policies, and cancellation rules to specific clients in Goodshuffle Pro.
- Assigning a Permanent Payment Policy to a Specific CustomerLearn how to assign a specific payment policy, tax rule, or discount to a client so it's automatically applied to future projects.
- How Can I Add a Client's Mailing Address to their Profile?Here's how you can record a client's mailing address and use it as their venue on their projects.
- Where Can I Add a Second Phone Number for a Client?Here's how to add a second phone number from your client's profile in Goodshuffle Pro.