Managing Client Contacts

Manage your clients list of contacts from within their client record.

• Each client can have multiple contacts.
• In order to view/manage client contacts, you must granted access to do so.
• You can prevent users from accessing the records of clients that they are not responsible for.

Creating a new client contact

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Contacts' tab and click/press 'New'.
5. Enter the contacts title, first name and last name.
6. Enter any other details.
7. Click/press the 'Save & Close' button.

Updating an existing client contact

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Contacts' tab and find the contact you wish to update.
5. Click/press the down arrow next to the 'View' button and select 'Edit'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
6. Make the required changes.
7. Click/press the 'Save & Close' button.

Deleting a client contact

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Contacts' tab and find the contact you wish to delete.
5. Click/press the down arrow next to the 'View' button and select 'Delete'.
6. When prompted, click/press the 'Delete' button on the confirmation dialog.