Set Up Jobs with Multiple Contacts
Set Up Jobs with Multiple Contacts
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Add Contacts to the Client account
- Select the Contact on the Job
- Create or edit a Job
- Under Additional Options, add a primary contact to the Job. Doing so will also add that contact to the Client's profile.
- Ensure email templates include :all_emails:
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Setup > Templates > Email Templates
- Click Edit next to the email template you would like to edit.
- In the 'To' field, paste the liquid alias :all_emails:
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- Now, when you send a proposal or invoice email, the Client and any selected Contacts are included.
Common Scenarios
| Client | Contact(s) |
| Spouse 1 | Spouse 2 |
| Corporate Billing | Property Manager(s) |
| Tenant | Landlord |
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