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Step 3 - Contacts

Step 3 - Contacts

Owned by Matthew Garrett
Last updated: Feb 15, 2019


     

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TFS User Guide - Table of Contents

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The Contacts tab allows users to add contacts for a particular client or to add contacts that already exist in the system. 

Adding a New Contact 

If the Client Type is an individual, they will automatically be added to the Contact tab.

  1. On the New Client dialog toolbar, click the New button (). The Create/Select Entity prompt will appear.
  2. Click the Yes button to create a new client contact that will be based on an entity that is NOT already established in TFS (see Create a New Contact under Managing Contacts).


Important Concepts

When the client is an Individual, the client name will be added automatically as the primary contact to the Contacts list. In this case, users cannot edit the contact on this dialog until the New Client Wizard has been completed and the client can be edited on the Client Overview screen.