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Create a new Client contact

In order to create a new client contact with all the client details, you should access the "CLIENTS" module and go into the "Client Contact" tab.


Client module

Select the client you wish to add the contact to.

To create a new client contact, you should follow the steps below:

  1. Access the "Clients" module and double click to open a specific client page.
  2. Click on the "Client Contact" tab followed by the "+" button to create a new line.
  3. To save these changes, it is necessary to fill in the "Name" field.
  4. Save all the changes made by clicking on the dis symbol.

    To remove a line/client contact, you will only need to click on the "x" button.


Adding new contact line

Once created, the client contact can also be associated to another client.

How to associate an existing client contact to another client.

Select the client you wish to associate a contact to. When clicking on the "link" option, the system will show a pop-up box with all the available contacts. You will only have to select the client contact needed and click on the "Save" option.


Associating client contact with another client

When clicking on the "Save" option, the contact will be automatically available on the client details. It won't be necessary to save the changes made, as the system will automatically do ti for you.


Contact details automatically saved