Client: Add Contacts

This article will walk you through the steps to Add Contacts to a Client Record.

Add Contacts to a Client Record

1. Click the +(Plus) icon next to the house icon for the first location to expand.
2. Select Clients.
3. Select the Client you want to work with and click Edit from the top menu.
   
    
4. Click Add under Contacts.
   
    
5. This will bring up the Contacts for the Global Address Book window.
   
    
6. Click Add under Address Book. This will bring up a New Contact window. Enter Name, Address, and up to 4 Phone Numbers. Click OK when finished.
   
    
7. New Contact is populated in Global Address Book.
   
    
8. Click Save & Close.
9. Select a Contact in the Client Record to see the Address Information on the bottom.
   
    
10. Select the Relation to Client from the 2 dropdowns. These are both customizable fields.
    
    
     
11. Check appropriate boxes under Relation to Client.
    
     

    NOTE: There can be more than one contact with Legal Guardian checked.
    NOTE: There can only be 1 Contact with Resides with client checked.
    NOTE: Resides with client will mark the Contact as the Guarantor. 

     

12. Click Save or Save & Close when finished. 

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