Overview - How Do Contacts Work

The Contacts tool serves as the address book for your account where you can add contact information for anyone involved with your events, including:

• Staff members/employees
• Clients and leads
• Vendors and subcontractors
• Members of your organization
• Committee members and volunteers
• Colleagues and business contacts

IMPORTANT NOTE: The Contacts area is also where you add Users on your account. If you want to be able to assign Contacts and attach Vendors to Leads and Events (as well as assign them to things like Itinerary or Budget Line items) or to assign Contacts/clients to Proposals, Invoices or Contracts, you first need to add them as a Contact.

Not only is the Contacts section where you can store personal contact information for each person (phone numbers, email addresses, etc.), but you can also:

• Save client payment methods for invoice payments *only available when using a preferred payment processor in Planning Pod.
• Grant contacts access to your account and manage their access.
• Store files associated with Contacts.

In addition, you can use the Tags function to create labels that you can then apply to certain groups of Contacts. For example, if you wanted to be able to easily identify all the transportation vendors in your Contacts list, you could create a Tag called "Vendors" and another tag called "Transportation" add both Tags to the appropriate Contacts. Then you could run a search for Contacts tagged with "Transportation" and "Vendors" to view those Contacts and to export them to a .csv file or to another application.

NOTE: If you have more than 100 Contacts stored in your account, they will be displayed on a series of pages. You can navigate between these pages using the arrows below the contact list. If you choose to sort your contacts by clicking on column headers, the sort will ONLY apply to the contacts displayed on the page you are currently viewing and NOT your entire contact library.