Question

Adding third party contacts to client profiles

  • 26 September 2023
  • 2 replies
  • 24 views
Meghan Heidt
Rank

I’m wondering how people add third party contacts to existing client profiles? For example if you’re trying to add a client’s lawyer or banker as a contact on your clients profile but don’t need them as a stand alone contact. 

2 replies

Kim Clemmer
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Userlevel 6
Badge +9

Hi @Meghan Heidt! We’d love a way to add the additional third-party contacts without needing to create additional individual contacts! Currently, we add them as a contact or sometimes we add them to the customer’s description with a note to reference. If you submit a feature request (if there isn’t one already), post a link here and I’ll definitely vote!

SamG
Rank
Userlevel 7
Badge +15

@Meghan Heidt as Kim mentioned, it’s not possible at the moment 🙂

That being said, there is no harm in adding them as a Contact and then you can associate them with the Client and specify their relationship/role.

We use different Contact Types (other than Client or Client Contact - Owner) to separate them from the “Client”, e.g. Bookkeeper, Practice Manager

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