How do I add a contact to a client?

Learn how to add contacts to your clients.

Each client can have one or multiple contacts. Those are stakeholders (PMOs, sponsors, vendors, etc.) that need to be aware of the project's progress. In order to add a new one, you need to go to the desired client in the Clients module:

These contacts can be used when sending estimates, invoices, or late payment reminders. You can also add notes and grant them access to the client portal.

NOTE: Only admins can add contacts.

NOTE: If you've marked someone as the main contact for the client, you'll notice them after the green highlight around their contact info.