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Clients Page - Viewing, Adding and Editing Client Contacts

Client Contacts and Call Time Tracking Items(Overview):

BullRush uses Client Contacts  to associate Clients with Phone Calls, allowing you to charge clients for time spent on the phone.

A Client Contact is the individual you interact with most frequently from a company..

A Client can have multiple Client Contacts and each Client Contact can have up to three different phone numbers ("Phone Number" (mobile number), "Office Number" and "Home Number").

Both iOS (Apple) and Android versions of BullRush can process phone calls for invoicing, but only Android devices can process phone calls as Time Tracking Items.. iOS (Apple) BullRush users are required to process phone calls using the BullRush Desktop Client.

For more information on Call Time Tracking Items please refer to the Time Items - Types - Call Item (Android Only) Article in the BullRush Help Center.

 

Client Contact Page:

Client Contacts are found on the Client Page, accessed by pressing the “Client Contacts” button  positioned immediately below the Client Locations menu button on  the Client page. [image?]

There are two main features on the Client Contacts Page; the Add Client Contact Button and the Contact List.

 

Add Client Contact Button (Admin Account Only):

The yellow, circular "+" button located in the top-right corner of the Client Contacts Page is the Add Contact Button allowing you to adjust; "Name," "Phone Number," "Office Number" and "Home Number."

Only Administrator level BullRush accounts will be able to see this button.

 

Add Contact Page (Admin Account Only):

In the e Name field,enter the name of the person who is associated with the phone number.

In the Phone Number field,enter the person's cell phone number. You cannot save the Client Contact until you have entered a number into this field.

Each information field is interacted and adjusted in the same way, Simply tap on the text field to input a name or number for the Client Contact.

Once you have entered the information, press the “tick” Save Button and the new Client Contact will be registered to the Client.

If you decide you do not want to add a Contact, press the Return Button in the top left of the Add Contact page and press the "OK" button.

 

Contact List:

The Contact List makes up the main section of the Client Contact Page. By default it will be blank but will fill out as you add Contacts to the Client.

The Client Contacts are listed down the page in alphabetical order and will display the "Phone Number" (mobile number) under the Client Contact's name.

 

View and Edit Contact (Admin Account Only) :

Everyone within a BullRush Organisation can view Client Contacts so they can use the Phone Numbers for calling or referencing, but only Administrator level BullRush accounts can edit Client Contacts.

To Edit a Contact, tap on the Contact in the Client Contact list.

Tap on the fields to edit existing information or add new information.

In the Name field,enter the name of the contact (individual, branch etc) that is associated with phone number.

In the Phone Number field , enter the person's cell phone number. You cannot save the Client Contact until you have entered a number into this field.

Tap on the information fields to bring up the keyboard and edit them.

To save changes,press the "tick" Save Button in the top right corner of the Edit Contact Page.

If you do not want to save the changes you have made, press the Return Button in the top left corner of the Edit Contact Page. Press the "OK" button to confirm or the "CANCEL" button to back to the Edit Contact Page.

 

Delete Contact:

The Delete Contact Button is represented by the black “-” minus button to the right of the address for each Contact. A dialog box will ask you to confirm Press "OK" to confirm deletion or press "CANCEL" to return to the Client Contacts Page.

 

Didn't find what you were looking for?

For more information on Time Items, Call Items, Clients, the Call History Page and phone call settings, please refer to the BullRush Help Center sections and articles listed below:

- Time Items Section

- Time Items - Types - Call Item (Android Only) Article

- Clients Page Section

- Call History Page Section

- My Settings Page - Phone Call Settings (Android Only) Article

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