Record the people at each client: who to call there, who approves changes and who pays.

Overview

Each client's page has a People section listing its contacts, with the Main contact first. Each contact shows their role, email, phone and mobile, and notes. Email addresses and phone numbers are links.

Requirements

• Role: Manage clients (Admin and Manager by default).
• Plan: MSP (the Clients feature), with clients turned on.

Steps

Add a contact

1. In the sidebar, open For MSPs, then Clients, and open the client.
2. Under People, click Add contact.
3. Enter a Name, and optionally a Role (such as office manager or billing), Email, Phone, Mobile and Notes.
4. Turn on Main contact for the person to call first.
5. Click Submit.

Edit or remove a contact

Use the edit or remove icon beside the contact. Removing asks you to confirm.

Notes

Note: A client has one main contact. Marking someone as Main contact clears it from the previous one.