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How to create contacts for a selected client

Each of your company's clients can be given a contacts list. Client contacts can be used for providing staff with a manager on shifts.

Updated over a year ago

Step 1: Select a Client on the Clients Page

  • Click on the "Clients" tab located at the top.

  • Choose a client from the list on the left.

  • Click on the client's name to select them.

Step 2: Go to Contacts Tab

  • Inside the client's details, navigate to the "Contacts" tab.

Step 3: Add a New Contact

  • Right-click over the grey band in the Contacts tab.

  • From the context menu, select "Add New Contact."

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