Is there a way to save contacts (outside of your company)?

Ashc16Ashc16 Posts: 1Expensify Customer

I have meetings with clients which I expense. Is there a way to save contacts that I will use on multiple expense reports so I don't have to reenter their name, title, company each time I do a report? I noticed some clients stay saved and others I have to reenter (attendees). Thank you!

Answers

  • Ben FitzBen Fitz Posts: 73Expensify Success Coach Expensify Success Coach

    Hey @Ashc16, welcome to the Community! 😀

    The attendee list is populated based on the members of your policy or domain.

    Many of our customers use Tags to list out their clients, and choose from that list, as this would not require the contacts to be members of your Expensify policy. How does that sound?

Sign In or Register to comment.