Associate A Contact with A Client

Associating a Contact with a Client allows you to easily find contact information without having to remember which Contacts belong to which Clients by yourself.

Multiple Contacts can be assigned to a Client, and Contacts can be assigned to multiple Clients.

Associating Contacts From The Client

  1. Navigate to the Clients tab
  2. Open the Client you wish to attach a Contact to
  3. Click Attach Contact
  4. Select the Contact
  5. Click Assign

Associating Contacts From The Contact

  1. Navigate to the Contacts tab
  2. Open the Contact you wish to attach to a Client
  3. Click Attach to Client
  4. Select the Client you wish to attach the Contact to
  5. Click Attach

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