How can I add additional client contact details?

Modified on Thu, 16 Feb, 2023 at 2:08 PM

To capture key client contact details:

  1.  Click Clients Management under the Private Zones options list.
  2. Search for and select the client you wish to add details for.
  3. On the Client dashboard click on Contacts on the right of the screen.
  4. Click Add Client Contact.
  5. Select a Contact Type. You can choose between Main contact (key relationship holder) or Billing (this might be used for administrative or billing purposes).
  6. Complete remaining contact detail fields and click Confirm.

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