How do I add a contact to a client?

To add a contact to a client's record, click Contacts, then Clients list, select the client record to which you want to add one or more contacts.

The client's record appears. The contacts are located in the left bar.

Click Add and fill in the fields provided.

If you want to add multiple contacts, select Add again and repeat as many times as necessary. Save the changes, and the record is up to date!

Note: You cannot add contacts to a record created as an individual.

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