CM Lite - This article explains how to add client contacts.
To create a client contact:
- Click on the Clients tab.
- Open the client's record by clicking on the client's first name.
- Select the Add Contact button under the Contacts section.
- Enter the contact's personal details in the relevant fields.
- Select the Submit button.
- The client contact will now appear in the Contacts list on the client's record.
If required, you can edit or delete the client contact by selecting the three dots next to the contact and selecting the relevant option.