How to Add Additional Contacts for Clients

💡You can add additional contacts to a client's profile in Loop Logics, then attach those contacts to individual projects as needed.

Steps:

Add a contact to the client

Go to Admin, then under Contacts select Clients.

Choose the relevant client from the list.

Scroll down and click New Employee.

Select the appropriate contact Type and enter their details.

Once the necessary contact details have been entered, select Save.

💡The contact's information can be viewed and edited at any time from within the client's profile in Admin.

Add the contact to a project

Open the relevant project and locate Contact Details.

Click Add.

Select the appropriate contact type (for example, Client Project Admin).

From the drop-down, select the contact you created, then select Save.

FAQ

Where do I manage a client's additional contacts? Go to Admin, then under Contacts select Clients, choose the client, and their contacts are listed under Employees.

Do I need to add a contact to a project for it to be usable? No, a contact is created once on the client's profile and can then be added to any of that client's projects as needed.

What contact types are available? Options include Assessor, Adjuster, Project Manager, Project Admin, Estimator, Property Manager, Account Manager, Architect, Engineer, Site Manager, and Staff.

Can the same contact be added to multiple projects? Yes, once a contact exists on the client's profile, you can add them to any project via Contact Details > Add, and select them from the drop-down.

❓ Need Help

If you have questions or need assistance, use the chat box in the bottom-right corner to contact the Loop Logics support team or email support@looplogics.com