Contacts in ShootQ can be anybody from clients and leads to vendors and referrers. They can also just be other people related to your jobs. The Contacts tab will contain your master list of contacts.
There are two super simple ways to add a new contact into the system.
- Navigate to the Contacts tab and click the green "New Contact" button in the upper right corner
- From anywhere on the website, click the blue "plus" icon in the upper corner of the site and select "Quick Contact"
Either method will open up the new contact modal where you can enter the contact's name, email address, phone number, address, and important dates like birthday and anniversary. Only the first name field is required.
After saving the information, the contact's profile is created. It will include tabs where you can view all of their Jobs, Contracts, Invoices, Emails, Activity, and Notes. This is especially helpful in consolidating the client's information if you have performed multiple jobs for them.
In the upper left you click the "plus" icon to add a photo of them to the profile. You can also expand the profile to see additional info by clicking the "More Contact Info" link.
The contact's info can always be updated by clicking the "Edit" button in the upper right. And you can take quick actions with the contact under the "Add New" drop down menu.
Finally, a contact's information an be exported to a vCard. You can also Archive the contact profile. This will remove it from your active list. From there, you can completely delete the person from the system if necessary.
Active contacts will appear in your list under the Contacts tab. There is a search bar in the upper right to help you find a contact. You can also sort the contacts by Name, Email, and Phone just by clicking on that column header
And if necessary, you can view your archived contacts and perform several bulk actions like merging, exporting, and importing, and archiving.