Dubsado

Trevor

Contacts

What a contact is in Dubsado, how it relates to your projects, and how alternate contacts work.

What is a contact?

Managing your contact list

Import a list of contacts into Dubsado from a CSV file, or export your existing contacts to a CSV.

Bulk import or export your contact list

Keep your contact records organized in one place. Add and edit contacts, manage your list, and import or export in bulk.

Managing contacts

An overview of client portals in Dubsado, what they're for, and how to decide whether your business needs one.

What are client portals?

How to turn a contact's portal on or off, set an optional portal password, automate activation with a flow, and share the portal once it's active.

Activate or deactivate client portals

Share the client portal

Set a welcome message, rename the Projects tab, add a portal-specific logo and banner, and choose the colors your clients see in their client portal.

Customize the client portal

Add a custom banner image to your client portals, or set a personalized banner for a specific client.

Client portal banner images

Add an outside link, like a photo gallery or Dropbox folder, to a project so your client can access it from their client portal.

Add an external link to a client portal

A categorized list of what syncs to your client's portal automatically, what syncs after you send it, and what never appears.

What gets synced to my client's portal?

What causes the two most common client portal login errors, and how to fix each one from a contact's project or contact record.

Client portal login errors

Give your contacts a central place to view and complete everything you've shared with them. Set up and brand your portal, control what syncs, and share access.

Client portals

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

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