A Contact is a person who you would like Shape to send an automated email to when spend nears a certain percentage of your target Budget cap. 

It is helpful to add a Contact if there is a person you would like to notify when a Budget nears its spend threshold, but the person does not have access to Shape directly.

To Create a Contact:

  1. Navigate to the Contacts view
  2. Click the "Create Contact" button
  3. Enter an email into the "Email" section. 
  4. Select the downwards arrow to expand your list of Clients. Check the boxes next to the Clients and/or Budgets you want the Contact to receive alerts for. 
  5. Save.

To Edit a Contact: 

  1. Navigate to the Contacts view
  2. Click the "Edit" pencil icon next to the Contacts email. 
  3. Edit the Contact's email or select/deselect the Clients or Budgets you would like your Contact to receive alerts for. 
  4. Save.

To Delete a Contact: 

  1. Navigate to the Contacts view
  2. Click the "Delete" trash icon next to the Contacts email. 
  3. You have deleted a Contact successfully when their name disappears from the Contacts list.

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