The People & Vendors section allows you to assign roles to contacts connected to the project. This helps keep everyone organized and ensures the right people appear on the proposal when needed.
Adding a Customer When Creating an Project
Click on "+New Project" to add a new project.
Select a customer from the Customer dropdown if they already exist in your contacts.
If the customer does not exist yet, click "Add New Contact +".
Enter the customerās information and click Continue to create the project.
Managing Contact Details Inside the Proposal
You can manage additional contacts directly inside the project proposal.
Open the project proposal.
Click Contact Details in the left sidebar.
Click the pencil icon to edit the section.
A panel will open on the right side of the screen where you can manage the Contact Details Section.
Click Add Contact to search for and select an existing contact from your database.
If the contact does not exist yet, type their name and click + New Contact to create a new one.
Once the contact is added, click the arrow icon on the left side of the contact to open additional options.
From here you can:
Adjust the order of contacts within the list
Delete a contact from the project
Change the contact label/title, which describes their role in the project(for example Groom, Brideās Family, Planner, Photographer, etc.)
Show or hide contact details such as the address, phone number, and email using the toggle buttons
These settings allow you to control which contact information appears on the proposal while keeping all relevant people connected to the project.
ā ļøImportant noteā ļø
Contacts added in Contact Details will appear on the proposal. If you want those contacts to also appear in Event Prints (soon to be Project Prints) or within the Project Overview, youāll need to add them as Associated Contacts from the Project Overview panel. You can quickly do this by selecting Import From Proposal when associating a contact.
Adding Contacts to Event Prints and Project Overview
Contacts added in the Contact Details section may appear on the proposal, but if you want those contacts to also appear in Event Prints (soon to be Project Prints) or within the Project Overview, they must be added through Associated Contacts.
To add contacts to the Project Overview:
Open the Project Overview panel. You can access this from Quick Access on the left sidebar
or by clicking the Overview button
in the top right corner.Click the Associated Contacts tab.
Click the blue Associate Contact button.
Choose one of the following options:
Add New Contact
search for and select an existing contact from your database. If the contact does not exist yet, click + Add New Contact to create a new one.
Import From Proposal
This will import contacts that were already added in the Contact Details section of the proposal.
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