Contacts

HOW to manage your client's personal, professional, emergency, or other contacts

View Contacts
1. Open client profile 2. Select Contacts from the sidebar 3. Contacts will be listed in main screen
Thu, Feb 28, 2019 at 3:31 PM
Edit Contacts
1. Open client profile 2. Select Contacts from the sidebar 3. Locate the contact you wish to edit 4. Make any appropriate changes 5. System will save au...
Thu, Feb 28, 2019 at 3:31 PM
Add Contacts
1. Open client profile 2. Select Contacts from the sidebar 3. Enter contact type… in the text field 4. Click Add Contact Type 5. Contact text fie...
Thu, Feb 28, 2019 at 3:31 PM