Add a reusable contact

What this article covers

Contacts is the reusable directory for people and companies. Locations are managed in the same workspace. A project vendor uses one of these contacts together with a wedding-specific role, notes and Timeline links.

Reuse a contact when the same person or company may appear in more than one project. Shared details stay consistent, while each project keeps its own vendor role and instructions.

Steps

1. Open Contacts.
2. Choose Add entry.
3. Under Use this entry as, choose Vendor.
4. Enter the person or company name and any useful contact details.
5. Click Save entry.

Use the Contacts, Locations and All tabs to switch between entries. Search, All types and All cities help narrow the directory.

After saving, select the contact when you add a vendor to a wedding project.

Keep the right information reusable

Store the person's or company's name, contact methods, online details, address, general notes and photo in Contacts. Put arrival plans, access restrictions, the role for one wedding and Timeline links in that project's vendor record.

Updating the reusable contact updates the shared record used by project vendors. Removing a vendor from one project does not remove the contact from the directory.