Associate A Contact with A Client
Associating a Contact with a Client allows you to easily find contact information without
having to remember which Contacts belong to which Clients by yourself.
Multiple Contacts can be assigned to a Client, and Contacts can be assigned to multiple Clients.
Associating Contacts From The Client
- Navigate to the Clients tab
- Open the Client you wish to attach a Contact to
- Click Attach Contact
- Select the Contact
- Click Assign
Associating Contacts From The Contact
- Navigate to the Contacts tab
- Open the Contact you wish to attach to a Client
- Click Attach to Client
- Select the Client you wish to attach the Contact to
- Click Attach