Make setup lightning‑fast by auto-filling saved client details when you create Opportunities and Projects.
What’s New
Autocomplete pulls existing client records as you type.
1‑click auto‑fill for name, phone, and email.
Works from Client List and directly inside Opportunities or Projects forms.
Card View ↔ List View toggle to scan clients your way.
How to Use Autocomplete
Option 1 — From the Client List
Go to Clients.
Find the client:
Use the search bar, or
Browse using Card View or List View toggle.
Click +Opp or +Proj on that client’s card or row.
The New Opportunity/Project form opens with client details pre‑filled.
Review fields → add missing details (like project address) → Save.
Tip: Keep client details updated in the Client profile so future auto‑fills remain accurate.
Option 2 — From Opportunities or Projects
Go to Opportunities (or Projects).
Click +New.
In the Client field, start typing the client’s name, email, or phone.
Select the correct match from the dropdown.
Client details auto‑fill instantly. Complete the rest of the form → Create.
Best Practices
Avoid duplicates: Merge clients with the same email/phone.
Keep contacts updated: Always update client emails/phones in their profile.
Standardize naming: Use consistent company names.
Key Takeaway
Contact Autocomplete saves time, reduces typos, and makes setup smoother—so you can focus on actual project work, not repetitive data entry.