Maintaining an up-to-date and accessible client contact list is crucial for effective communication and relationship management. This guide provides step-by-step instructions on how to create a new client contact in your system, ensuring you have all necessary information organized and readily available. Let's take a look at how you can Create a New Client Contact in just a few simple steps!
Navigate to the Search Clients page via the Page Navigation Menus on the left hand side of the page.
Now search for and click on the Client you wish to add the new Contact to. This will open up that specific Clients details. Scroll down to the "Contact Person" portion and click on the "ADD CONTACT" button on the right hand side of the screen.
Once you click on the "ADD CONTACT" button a pop-up window will appear. Fill in all the relevant information. Once completed review the information and ensure that it is correct. Once you've ensured that the information is correct select the Add Contact button at the button of the pop-up window.
Now you should see your brand new Contact amongst all your previous Contacts for that Client. Finally, to save your new contact to the client's profile, click the "SAVE UPDATE" button located at the bottom right-hand corner of the client detail page.
And there you have it, you've just added a brand new Contact to your Client! By adding new Contacts to your Clients, you ensure your Client information stays organized and easily accessible, enhancing your communication and relationship management.