How Do I Add Extra Contacts to a Client?
A client — especially a company — often has more than one person you deal with: a site manager, an accounts person, the owner, or a few different agents. Sammy lets you store all of them under the one client as extra contacts (sometimes called secondary or additional contacts), then choose which person each proposal is addressed to.
Adding a Contact#
- Tap Clients and open the client
- Tap Actions. On a computer it's in the bottom-right corner
- Tap New contact
- Enter the person's name. You can also add a role (like Site Manager, Accounts or Owner), an email and a phone number
- Save
You can add as many contacts as you need.
Primary vs Extra Contacts#
- The main person you entered when you first created the client sits at the top, marked Primary.
- Every person you add after that is an extra contact, listed underneath.
- To change the primary person's details, edit the client itself (the primary is part of the client's own details).
Choosing Who a Proposal Goes To#
When you send a proposal, if the client has more than one contact you can:
- Pick which contact it's addressed to from the To dropdown — Sammy greets that person by name and shows them as the contact on the proposal.
- Cc the other contacts so they get a copy too.
See Send Your Estimate as a Proposal.
Setting the Contact Before You Send#
You don't have to wait until you send. On the estimate's Prepared for block you can choose which contact the job is for, so the right person shows on the on-screen preview and any PDF you download — before you send anything.
Editing or Removing a Contact#
In the Contacts section on the client, tap any contact to see what you can do: Edit, Call, SMS, Copy phone number, Email or Copy email. For an extra contact you've added, Remove contact is at the bottom of the list. Removing a contact never affects the client itself.