How To Manage Client Contact Information and Account Assignments
The first time a new client order is created for an account, the contact info is denoted in the form it is stored into the client record. Moving forward, any time a new order for that client is added, their contact information is auto-populated into the order. You can access Client Management from the left navigation menu.
In Client Management, you can edit client and contact information.
You can also add one or more contacts to the client record. If you have licensed multiple PromoSuite Plus products (Ex. PS Production and PS Digital), you can even assign contacts to specific products.
For example, a client may have one person responsible for spot orders assigned to PS Production, and a different person responsible for Digital orders assigned to PS Digital.
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