If you have integrated with AutoTask or Connectwise (see integrations), then your contacts and clients will be automatically flowing through into ZenContract from those places. You do not need to maintain the list of clients through ZenContract.
If you are not an integrated customer, this is how you enter a customer or client into the system so that you can send contracts to them. We recommend setting up a test person first so that you understand and can see how the system works.
First, click on Customers in the main menu.
Click on the blue Add Customer button. This will open a pop-up where you can enter the customer’s details and the primary contact details.
All fields are mandatory, excluding the postal or physical addresses. Click the green Save button when you are finished. The screen will show the name of the customer.
If you want to add multiple contacts to that customer, for example for “John Ltd” you have two contacts for that customer – Bob and Fred – you can click on the blue name of the customer. The screen will show the contact for that customer, and you can add a new one by clicking the blue Add Contact button.
All fields are mandatory. Click the green Save button when you are finished and the contact will appear under that customer.
To edit any customer or contact details, click on the pencil icon on the right-hand side of the screen.