Managing Contacts for Clients

Managing Multiple Contacts per Client

Many businesses have multiple stakeholders. TallySpark lets you manage different contacts for billing, projects, and general communication.

Contact Types

• Billing Contact - Receives invoices and payment reminders
• Primary Contact - Main point of contact
• Project Contact - Project-specific communications
• Additional Contacts - Other stakeholders

Adding a Contact

1. Open the client profile
2. Click Add Contact
3. Enter contact details:
   • Name
   • Email address
   • Phone number
   • Job title
   • Contact type
4. Save the contact

Setting the Billing Contact

The billing contact is important because:

• They receive invoice emails
• They get payment reminders
• They're the default recipient for financial communications

Managing Contact Preferences

For each contact, you can configure:

• Email communication preferences
• Notification settings
• Access permissions (if using client portal)

Contact History

Each contact shows their interaction history:

• Emails sent to them
• Invoices they've received
• Quotes sent for review

Transferring Contacts

If a contact moves to a different company:

1. You can move them to another client
2. Or create them as a new contact under the new client