Skip to content
Sawfish Help

Contact Persons

A client often has more than one person you deal with - the owner, an accounts inbox, a site manager. Sawfish stores them all against the client as contact persons.

Adding contact persons

Section titled “Adding contact persons”
  1. Open the client and choose the Contacts tab.
  2. Add the person’s name, email, and phone.

A client’s contacts tab

Who receives emails?

Section titled “Who receives emails?”

The client’s main contact always receives invoices and reminders. Any contact person can additionally be flagged to be included in all email communications - useful for accounts departments that want a copy of everything.

Contact persons also appear as selectable recipients when sending SMS reminders.