How to add a contact to a client

To associate a Contact (person) with a Client (company) please follow these steps below:

• Go into the Client module

• Search for the Client 

• Once you have located the client click on the Contacts button and then click Add. The system will ask if you want to 'Save Changes Before Adding Contact?' Say yes to this

• Add the First Name, Last Name and Email Address and then click the green Save button

• Once you've clicked save the form will open again and you will be able to complete the remaining details for the contact and then click Save.

You will notice the contact is now Active and Connected to the