Client Contacts

Manage multiple contacts for each client account.

Contact Information

Contact Fields

Contact Roles

Managing Contacts

Adding Contacts

1. Open client record
2. Go to Contacts tab
3. Click Add Contact
4. Enter contact details
5. Assign role
6. Save

Editing Contacts

1. Open client
2. Go to Contacts tab
3. Click on contact
4. Make changes
5. Save

Removing Contacts

1. Open contact
2. Click Remove
3. Confirm removal

Primary Contact

Setting Primary

One contact designated as primary:

• Default for communications
• Appears on documents
• Used when no specific contact selected

Changing Primary

1. Open new primary contact
2. Click Set as Primary
3. Previous primary unmarked

Contact Communication

Email Recipients

Contacts receive communications:

Communication Log

Track interactions:

1. Open contact
2. View Communications
3. See sent emails, notes

Best Practices

Contact Accuracy

• Verify contact details regularly
• Update when contacts leave
• Confirm email addresses

Role Assignment

• Assign appropriate roles
• Ensure billing contact set
• Designate shipping contact

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