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Manage client contact details
Manage client contact details
Updated over a week ago

You can update a client's contact details via the Details tab within the Lead / Estimate or Job. You can also navigate to the main left menu, Contacts > Clients, and update their contact details. The jobs and leads that relate to this particular client will be displayed.

Additionally, you can enable portal access so the client can view documents, schedules, and invoices related to their specific Job.

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