Add and manage client contacts

You will learn how to add multiple contacts to a single client record. This helps you direct communications like quotes and invoices to the correct person at the client's company.

When you work with a company, you often interact with several people. By adding each person as a contact to the client record, you can keep your communications organized and ensure the right information goes to the right people.

Before you start

• You need to have a client record already created in AtomicSam.
• You must have permissions to view and edit clients. Staff members with Administrator or Manager roles have this ability by default.

Add a contact to an existing client

You can add as many contacts as you need to any client record.

1. Navigate to Clients from the main menu.
2. Select the client you want to add a contact to from the list.
3. On the client detail page, find the Contacts section.
4. Click the Add Contact button.
5. Enter the contact's details. First Name, Last Name, and Email are required.
6. You can also add optional information like Phone Number and Position.
7. Check the Primary Contact box if this person is the main point of contact. Each client has only one primary contact.
8. Click Save Contact.

💡 Tip: The primary contact's email is used by default when you send a quote or invoice to the client. You can always select a different contact before sending.

Change the primary contact

You can change which person is the main point of contact for a client at any time. The new primary contact will be used for future communications by default.

1. Navigate to the client's record from the main Clients list.
2. In the Contacts section, find the contact you want to make primary.
3. Click the More actions menu (the three dots) next to their name.
4. Select Set as Primary from the dropdown menu.
5. The previous primary contact will automatically be updated to a regular contact.

Edit or remove a contact

You can update a contact's information if it changes, or remove them if they no longer work with the client.

1. Find the client and navigate to their Contacts section.
2. Click the name of the contact you want to change. This opens the Edit Contact screen.
3. To edit, update the information in the fields and click Save Contact.
4. To remove the contact, click Delete Contact at the bottom of the screen.

⚠️ Heads up: You cannot remove a primary contact. You must first set a different contact as primary before you can remove the old one.

Good to know

• When you create a new client, the information you enter is used to create the first contact. This person is automatically set as the primary contact.
• Contacts are specific to one client record. You cannot share a single contact entry across multiple clients. If a person is a contact for two different companies, you must create a separate contact entry for them under each client record.
• Deleting a contact is permanent and cannot be undone.

What's next

• Create a new client
• Create and send a quote
• Invoice a client