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Select the pencil icon on the right left side of the grid to edit any client information.
Adding a Contact
Once a Client has been added, contacts can be added to the client record. To add a contact, click the edit icon next to the client record, navigate to the Contacts tab on the edit page, and click the Add Contact button. Complete all required fields and select Save.
| Field | Description |
|---|---|
| First Name |
|
| Last Name |
|
| E-mail Address |
|
| Work Phone |
|
| Contact Comments |
|
Editing a Contact
Select the pencil icon on the left side of the grid to edit any contact information.
