Manage contacts
In this article, we’ll show you how to manage contacts in ProCharted once you’ve set them up.
1. Your contacts list is your hub of client information in ProCharted. Individual contacts have a navy icon, while organizational contacts have a purple icon. Click on the "Archived" tab to view archived contacts.
2. Click on a contact to navigate to their information. Use the tabs at the top to navigate between the main profile, client work items, notes, and billing.
3. In the "Contact Info" section, click on "Edit" to update details like tax ID, email address, physical location, and other info.
Note: Organizational contact types will have slightly different information than Individual contact types.
4. You can also click on "Add Work" to add work items associated with this client.
5. Click on "Linked Profile" to connect the contact with an another ProCharted contact.
6. “Add Note” allows your team to add any text notes you’d like to keep for this contact. In this section, you can also add an @ mention to tag another team member.
7. Create an invoice for the contact by clicking on "Add Invoice." You'll be automatically redirected to Billing, where you can fill in their details.
8. You can also click on "Add File" to add files including .pdfs, images, and most other file types to keep all their information in one place.
Have questions? Please don’t hesitate to contact us for more support!