Client & Contact Profiles

⏱️ 3 minute read

Jump to...

• Where to Find Clients and Contacts 
• Creating a Client Profile (for Admins) 
• Creating a Client Contact Profile (for Admins)
• Creating Client Profiles (for non-Admins)
• Creating Contact Profiles (for non-Admins)
• Client Overview: What You'll See
• Inside a Client Profile
• Inside a Contact Profile
• Client and Contact Behavior on Projects
• Where to go next

Where to Find Clients and Contacts

Clients live under Clients in the top navigation.

Contacts live within each client's profile — every contact is associated with a specific client.

Creating a Client Profile (for Admins)

Admins can create client profiles a few different ways:

Importing client profiles from connected integrations

From the Clients Overview: 

If your Forecast account is connected to integrations such as Salesforce, Pipedrive, HubSpot, e-conomic, QuickBooks, or Xero, you can create client profiles by importing them directly from the integration. 

Each integration's setup guide walks through the import process:

• Setting up the Salesforce for Forecast Integration
• Connecting Pipedrive with Forecast 
• Connecting HubSpot with Forecast 
• Linking/Importing e-conomic Customers to Forecast
• Integrate QuickBooks Online with Forecast
• Syncing Xero Clients with Forecast 

Creating a client profile manually via the Clients page

1. Click Clients in the navigation ribbon.
2. Click Add Client in the top right.
3. Fill in the relevant client details: 
   1. Client name
   2. Website (optional)
   3. Street (optional)
   4. City (optional)
   5. Zip code (optional)
   6. State (optional)
   7. Country (optional)
   8. Tax code (optional)
   9. Logo
4. Click Save client.

Creating a client profile manually via the global create menu

1. Click Create in the global navigation.
2. Select Client.
3. Fill in the relevant client details: 
   1. Client name
   2. Website (optional)
   3. Street (optional)
   4. City (optional)
   5. Zip code (optional)
   6. State (optional)
   7. Country (optional)
   8. Tax code (optional)
   9. Logo.
4. Click Save client.

Creating a Client Contact Profile (for Admins)

You can create a contact associated with a client a few different ways.

Creating a contact from the client profile

1. Open the client's profile.
2. Click Create contact.
3. Fill in the relevant fields:
   1. First name
   2. Last name
   3. Email address
   4. Job title (optional)
   5. Phone number (optional)
   6. Guest user access (yes/no).
4. Click Save contact.

Creating a contact from the global create menu

1. Click Create in the global navigation.
2. Select Contact.
3. Select the Client the contact should be associated with. All contacts must be associated with a client.
4. Fill in the remaining fields: 
   1. First name
   2. Last name
   3. Email address
   4. Job title (optional)
   5. Phone number (optional)
   6. Guest user access (yes/no).
5. Click Save contact.

Creating Client Profiles (for non-Admins)

Non-admin users with the Manage Projects permission can also create client profiles, either from within a project or by using Create.

Note: For more on managing user permissions, see About Permission Profiles.

Creating a client profile using Create

1. Click Create in the top right.
2. Select Client from the dropdown.
3. Add the client details.
4. Click Save client.

Creating a client profile from within a project

1. Click Projects in the navigation ribbon.
2. Select All Projects from the dropdown.
3. Open a project.
4. Click Clients in the left side panel.
5. Click the Select client for your project dropdown to expand it.
6. Scroll to the end of the client list.
7. Click Add New Client.
8. Enter the client name and logo. 
9. Click Add Client.

Note: In the Clients view on a project, adding a guest user isn't available. You'll be directed to use Create Contact on the updated Clients page instead. You can still edit some client details from this view, but we recommend using the main Clients page.

Creating Contact Profiles (for non-Admins)

Non-admin users with the Manage Projects permission can also create client contact profiles using Create. However, they cannot create contacts directly from the Projects view.

1. Click Create in the global navigation.
2. Select Contact.
3. Select the Client the contact should be associated with. All contacts must be associated with a client.
4. Fill in the remaining fields: 
   1. First name
   2. Last name
   3. Email address
   4. Job title (optional)
   5. Phone number (optional)
   6. Guest user access (yes/no).
5. Click Save contact.

Note: For more on managing user permissions, see About Permission Profiles.

Client Overview: What You'll See

At a glance, a client overview shows:

1. Client's name
2. Any notes
3. Number of associated projects

From here, you can also:

4. Edit client details
5. Manage client permissions
6. Add a client

Inside a Client Profile

Clicking into a client's profile shows additional details, including:

1. Client's website
2. Primary contact (the contact assigned when the client was created)
3. Client location
4. Created date
5. Modified date

From here, you can also:

6. Edit the client
7. Access integration links
8. Access client contacts

Inside a Contact Profile

When you click into a client, you'll see relevant details for the contacts associated with that client, including:

1. Contact's name
2. Email
3. Phone number
4. Position (job title assigned when created)
5. Status — active contacts show in the current list; inactive contacts show in the all list

6. Whether they have guest user access and, if so, how many projects they can access.

7. Whether they're the primary contact

From here, you can also:

8. Edit existing contact details
9. Create a contact

Note: For more on guest user access, see the Guest User Access for Client Contacts help guide.

Client and Contact Behavior on Projects

When you manually add a project, selecting a client will also prompt you to select a contact for that client: 

A few things to be aware of when working with clients from within a project: 

• If a project doesn't already have a client linked, you can add one directly from the project, permissions allowing. Clients added this way will only include their name and logo.

• You can no longer manage guest user access from the Clients view within Projects. You'll be directed to the main Clients page to manage client contact guest user access instead.

• You can still edit some Client details from the Projects view, though these reflect an older set of fields.

Where to go next

• Guest User Access for Client Contacts

• The Guest User Experience