TABLE OF CONTENTS

• Introduction
• Adding a client contact
• Editing or Deleting a client contact

Introduction

Keka offers a simple way to add and manage contact information of client representatives such as their names, email addresses, and phone numbers. This feature is particularly useful for clients you are collaborating with, as it enables you to provide contact details for key members of their team. By doing so, other team members working on the project can easily access and use this information to share updates, include them in invoices, and communicate effectively.

Adding a client contact

To add contacts to a specific client, navigate to Project (1) >> Clients (2). Here, you will find a list of clients you have added to the organization. 

Select the Client (3) you want to add a contact for. 

On the Client page, go to the Contacts tab and click on Add Client Contact. 

In the Add Contact window, enter details such as the Contact Name, Job Title, Email, Mobile Number, and a Secondary Mobile Number if needed. 

You can also add a Description for the client contact if needed to specify any necessary details.

Once you have entered the details, click Add Contact to add a client contact. 

Editing or Deleting a client contact

To edit a contact, click on the three dots on the card corresponding to the client and then select Update or Delete from the drop-down.

That is how you manage client contacts on Keka. More questions? Talk to our product experts today!