---
title: Add and Manage Client Contacts
description: Client Contacts are the individual people associated with a client such as the team members, decision-makers, or points of contact you communicate with on projects and quotes. Contacts are managed from the Contacts tab on the client record.
---

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# Add and Manage Client Contacts

## Client Contacts are the individual people associated with a client such as the team members, decision-makers, or points of contact you communicate with on projects and quotes. Contacts are managed from the Contacts tab on the client record.

### Navigating to Client Contacts

1. Go to **Clients** and open the client you want to manage.
2. Click the **Contacts tab** (address book icon).

The tab displays all existing contacts for that client in a table showing name, type, title, phone numbers, email, and notes.

---

If you client is a person then enter that person's name into the Client Name field.  Use the Contact for the details such as phone and email address.

### Adding a New Contact

1. On the Contacts tab, click **New**.
2. An input row expands inline — fill in the contact's details (see fields below).
3. Click **Save**.

The new contact appears in the table immediately without a page reload. Click **Cancel** to collapse the form without saving.

---

### Contact Fields

| Field | Notes |
| --- | --- |
| **First Name** | Contact's first name |
| **Last Name** | Contact's last name |
| **Title** | The contact's job title at the client company (e.g., *Project Manager*, *Owner*) |
| **Contact Type** | Categorizes the contact (e.g., *Primary*, *Billing*, *Technical*) |
| **Phone One** | First phone number with a type label (e.g., *Mobile*, *Office*) |
| **Phone Two** | Second phone number with a type label — optional |
| **Email Address** | Contact's email address |
| **Notes** | Free-form notes about this contact |

---

### Editing a Contact

1. Click the **pencil icon** on the contact's row.
2. You are taken to the full contact edit page where all fields are available.
3. Make your changes and click **Save**.
4. You are returned to the client record when done.

---

### Deleting a Contact

1. Click the **X icon** on the contact's row.
2. A confirmation page is shown — confirm to permanently remove the contact.

**Note:** If a contact is linked to projects, quotes, or communications, Kudurru will prevent deletion and display a warning. Remove those associations first before deleting the contact.

 

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