Add Contacts and Staff to a Client

Add a Contact

1. Open the Client from Clients.
2. Select the add icon beside Contacts.
3. Use Link to find an existing Contact, or choose Create New and select Create after entering their details.

Assign Staff

1. Open the Staff tab on the Client.
2. Select the add icon beside Assigned Staff.
3. Choose an Assignment Role, find the Staff member, then select the link icon beside their name.

What happens next

The Contact appears in the Client’s Contacts panel and the Staff member appears under Assigned Staff.

Related

• Create and update a Contact
• Set up an Engagement team and Tasks