Contacts

Add a Contact

Navigate to “Clients / Contacts” > “Clients”

Select the client you’d like to add a contact to from the list

Clicking the ➕ in the top-left corner of the Contacts table to add a new contact

Fill in all fields you have information for

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It is recommended that you include an email for each contact so that transmittals can be sent

Click the “Save” button in the bottom right

Edit a Contact

Navigate to “Clients / Contacts” > “Contacts”

Select the contact’s client link you’d like to edit from the list

Edit the appropriate contact row within the Client page

Click “Save” button in the bottom right

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This can also be done within the

Clients tab by selecting the client that the contact is associated with and editing the appropriate contact row

Delete a Contact

Navigate to “Clients / Contacts” > “Contacts”

Select the contact’s client link you’d like to edit from the list

Click the 🗑️ button in the left-most row for the contact you would like to delete

Click “Save” button in the bottom right

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