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

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


 Adding a New Contact - Click here to expand...
  1. Click New. The Create/Select Entity confirmation prompt will be displayed.
  2. Click Yes. The Contactdialog will be displayed.
  3. Enter the contact details.
  4. Click OK. The dialog will close and the contact will be added to the Contacts list.
 Adding 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 toolbar 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.



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