You can add several contact persons for a location if you wish. We highly encourage you to do this — if you can't reach the main contact person for whatever reason, it would be great to have another one just in case.
To view and add contact persons to clients:
1. Navigate to the client listing page from the main menu.
2. On the person’s (client) row, click on the Actions button and select Edit.
3. This will open the client profile. Scroll down and click on Contact Persons. In this section, you can view all the contacts.
4. To add a new contact, click on Add New Contact.
5. Select title, insert name, job title, e-mail, set phone number, and assign business unit. Select the business unit you want this contact person to associate with. Switch on “Access Portal” to give this contact person access to the Client Portal.
Once done, click on “Save”.
You should see the newly added contact person in the list.