Add a reusable contact

What this article covers

Use Contacts to save people and companies you may need for more than one wedding. You can manage locations on the same page. When you add a vendor to a project, select a saved contact and add the role, notes and Timeline links for that wedding.

Save a contact when the same person or company may appear in more than one project. General contact details stay available for future weddings, 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. Choose Save contact.

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

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

Where to add the details

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 the vendor details for that project.

When you update a contact, the new details are also available in projects that use that contact. Removing a vendor from one project does not remove the contact from Contacts.