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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.