Managing Contacts

Multiple contacts per client is a feature which is available in the Expansion Pack add-on, and this tutorial will show you how to make use of it. Follow the steps below to get going right away.

1. From your CurdBee home screen, click the Manage tab at the top. You will be taken to a screen like the one below.
   
2. If you haven’t created a client yet, you’ll need to do so by clicking the Create a New Client button on the sidebar.
   
   Once you have done so, click the Manage tab once again to return to the list of clients. From there, click the client you want to add multiple contacts to.
   
3. Your client’s page should look something like this.
   
4. Click the Add contacts link under the Shortcuts section in the sidebar.
   
5. You will be taken a screen that should resemble the one seen below.
   
6. Enter the contact’s Name, Email and if you like also include some details to help you remember more about the person. When you’re done, click the Add Contact button at the bottom of the screen.
7. Do this as many times as you need to add more contacts to a single client. Now, whenever you send an invoice to a client with multiple contacts, you’ll get a popup like this asking you to choose which contacts you’d like to send it to!