Use cases

Event planner: Event planners would like to keep their project management data exclusive, and it is not necessary for the client to look into certain specs. These clients can be added as contacts in the project for easy access in case the organizer would like to reach out to them for any purpose.

 

Construction: In a building site, information about the owner of the property can be added as a contact in case any documents or any other info related to the property is needed at the time of construction activity.

 

Website development: A start-up company has contacted a web developer to build a website for their business. All that has to be shared with the client is the final product by the web developer. In those circumstances, they can be added to the project as a contact. 

Benefits

1. Associate projects to client users without sending an invite.
   
2. Create unlimited contacts for your client company.
   
3. Sync your contacts with Zoho Analytics.
   

Create a Contact

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to the Manage Users section and click Client Users.
   
3. Click Add Client User and Enter the User Email.
   
4. Enable the Add as a contact checkbox.
   
5. Enter the First Name, Last Name and the Company Name
   
6. Select the projects you want to associate with this company.
   
7. Click Add.
   
   
   
   

Convert a Contact to Client User

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to the Manage Users section and click Client Users.
   
3. Hover over a client company and click Open Details.
4. Hover over the contact and click  to convert to client user.
   
   

Edit or Delete a Contact

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to the Manage Users section and click Client Users.
   
3. Hover over a client company and click Open Details.
4. Hover over the contact and click  .
   
5. Make the required changes and click Update.
   
6. Hover over the contact and click  to delete the contact.
   
7. Confirm your action.
   

When the client company is deleted, the associated contacts will be removed.