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How to add additional client contacts

Table of Contents

Steps to add a new contact Steps to edit an existing contact Steps to delete a contact

In MagManager, additional contacts can be added on the Contact tab of the client record. Useful if the client has different contacts for bookings, artwork and accounts etc.

All contacts for the company are listed on the Contacts Tab. By default, when a new client is added their contact details will be set as their 'Primary Contact'. The Primary Contact appears in the list with a green tick under the Primary header.

Steps to add a new contact

Step 2 - Enter their name in the search box.

Step 3 - Click their name to open the client record.

Step 4 - Select the Contacts tab - a list of the contact for the client will be displayed.

Step 5 - Click on the green New Contact button, and you will see the Manage Contact dialogue box. Fill in the fields for the new contact, and select the relevant boxes if you want this contact to be set as any of the following:

Primary Contact - used for everything unless you have other contacts set up
Accounts Contact - this is the contact that will be used by default for invoices
Artwork Contact - this contact will be used by default for artwork
Bookings Contact- the default contact for bookings.

Step 6 - Flags - person flags can be added to individual contacts. They allow for powerful searching of your client contacts and can be found in the tokens area of document templates, which allows you to create targeted mailshots to contacts with the flag.

More details on setting up and using person flags is covered in the notes Person Flags.

Step 7 - By Clicking Add Alternative Address, the area expands to add address details.

Step 8 - Click Save.

Steps to edit an existing contact

Step 2 - Enter their name in the search box.

Step 3 - Click their name to open the client record.

Step 4 - Select the Contacts tab - a list of the contact for the client will be displayed.

Step 5 - Click on the contact's name - this opens the manage contact box.

Step 6 - Update the contact record as required

Step 7 - Click Save.

Steps to delete a contact

Step 2 - Enter their name in the search box.

Step 3 - Click their name to open the client record.

Step 4 - Select the Contacts tab - a list of the contact for the client will be displayed.

Step 5 - Click on the contact's name - this opens the manage contact box.

Step 6 - Click Delete.

Step 7 - Click Yes to confirm.

Overview of clients screen How to add a new client in MagManager How to update a client record & overview of the client details tab How to search for a client in MagManager How to add an advert booking in MagManager How to add a content booking in MagManager How to add a miscellaneous booking in MagManager How to add a purchase order number How to add a discount to a booking How to cancel a booking How to send or print a booking confirmation How to update a booking that has not been invoiced How to update a booking that has been invoiced How to cancel a paid or part booking using the void button How to make a provisional booking Overview of the client timeline tab How to add a note on the client record How to add actions How to add a post-it note to the client record How to add marketing consent How to add additional client contacts How to create customs tabs How to add website and social media links How to update client details for the web directory How To Add Outlook Calendar Events To Your Actions Calendar How to create a proposal from a provisional booking Gamification on Sales Complimentary Copies and Voucher Copies How clients are categorised - all, active, prospects & inactive Overview of bookings screen Overview of sales screen