What is a related contact?

Often when you are working on a project, there may be more than one person you need to contact throughout that project.  For example, if you are working on a wedding event, you may need to communicate with the Bride and Groom, or the Bride and Father of the Bride.  

In addition to each project having one main contact, you can also have as many "Related Contacts" on each project as you'd like.

To add a related contact, from the project overview page click the "+" button on the bottom right next to the text "Related Contacts".  

When the "Add Related Contact" window opens, you can add the relevant details.



Related Contacts can then be sent questionnaires, quotes, contracts, invoices, or emails.  You can also choose to have related contacts also initial and sign contracts if desired.

KeywordSearch: Sign Contract, Additional Signer, Related Contact

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