A client can have up 4 separate points of contact.

To edit you clients details and add more contact to the client listing follow the below steps

  1. Click on the "Client" section in the left-hand menu to view your clients. Click on the existing client you want to add additional contacts to.

  2. Under the "Client Details" tab in the individuals section click on the green plus (+) icon to add an additional client.

  3. A dialog box will appear. Enter the clients details and click the "Save and Close" button.

  4. The clients details are now added. You can add up to 4 clients inside a client contact.

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