Client contacts allow you to track multiple people or departments at a particular client. A client can have multiple contacts, which can be selected or added to the relevant transaction.
Add a contact to an existing client from the Client Overview section of the client details page. On the Contacts tab, click Create a New Contact:
From the add a contact screen, fill out the fields:
- FirstName - Contact first name
- LastName - Contact last name
- Email - Contact direct email
- Phone1 - Contact landline number
- Phone2 - Contact mobile number
- Position - Contact role/position
- Notes - Contact notes
Repeat the Create a New Contact process to add multiple contacts as required.