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Matthew Garrett

Matthew Garrett

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The Client Contacts screen is used to display a list of contacts for a client.

Expand
titleOpeniong Opening the Client Contacts Screen - Click here to expand...
  • From the Client menu, select Contacts.
  • From the sidebar, select Client then Contacts.

...

Expand
titleAdding an Established Contact - Click here to expand...
  1. Click New. The Create/Select Entity confirmation prompt will be displayed.
  2. Click No. The Entity tab of the Search dialog will be displayed.
  3. Search for and select a contact.
  4. Click Close.

IMPORTANT CONCEPTS

  • You can change the primary and secondary contacts by selecting the contact and clicking the Set Primary Image Modifiedtoolbar button.
  • The Copy button can be used to create a copy of an existing contact. This is useful when the contact is going to be a spouse or child when most of the details will be the same.
  • The Guarantor column displays whether the contact is a guarantor for the client.
  • The On App column is used to display whether or not the client is included on the application for finance report.

  • If the client is an individual, then that entity will be listed in the client contacts and cannot be deleted from the list.