Link to a Client
On your
mobile:
- Tap to open the Project from the home screen
- Tap the Edit icon (pencil) in the top right corner
- Scroll down to the Linked Items section
- Tap Companies to set one or more client companies related to the Project
- Tap Contacts to link one or more contacts
In your
web account:
- Click to open the Project from the home screen
- Tap the Edit icon (pencil) in the toolbar
- Go to the Client section
- Click Companies and select one or more client companies related to the Project
- Click Contacts and select contacts to link
Note: to add new Contacts or Companies, goto the Contacts app in your Upvise account.
The Client information appears in the Info section: (i) icon on mobile or Info tab on web.
Tap or click the
Email icon to easily send an email to the list of contacts and companies from the Info section
Next Step:
Add a Task and Note
