Contacts

Copy With Link: submission emails with an approval link
Copy Only: informational copies
None: nothing

A contact is a person who reviews time or receives copies of it, such as a customer’s site manager or project lead.

Internal and External Contacts

An External contact has its own name and email address. Both are required.
An Internal contact is linked to a Crewsum user. Its name and email come from that user. The user can review time in the app. See Internal Contact Review.

A contact can belong to one client, or to no client.
A contact with a client can only be associated with that client’s projects. A contact without a client can be associated with any project.
You can change or clear a contact’s client after you create it. Clearing the client keeps its project associations.
When you set or change a contact’s client, associations with projects of other clients would be removed. The app lists those associations and asks you to confirm. If you cancel, nothing changes.

A contact does not review time just because it exists. What a contact receives for each project depends on its association with that project:

A contact can have different notification levels on different projects.

A contact can also be associated with one or more suppliers. A user’s supplier contacts can then include it. See Supplier Contacts.

Deleting a contact is a soft delete. It also deletes the contact’s project associations.