Client Contacts

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The Client Contacts screen displays the contacts that have been entered for a selected client.

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The first contact entered for a client is automatically designated the primary contact. Any contact may be selected as the primary contact. The primary contact can be viewed and edited on the Contact Overview screen.

Sub Article Index

Procedures

Adding A New Client Contact

1. Click New. The Create/Select Entity confirmation prompt will appear.

2. Click Yes. The Select Entity dialog will be displayed.

3. From the Entity Type list, select the type of entity.

4. Click OK. The General tab of the Person Details dialog, Name Details dialog, or Company Details dialog will be displayed.

5. Enter the details.

6. Select the Address tab.

7. Enter the details.

8. Select the Telephone tab.

9. Enter the details.

10. Select the Roles tab.

11. Enter the details.

12. Select the Contacts tab.

13. Enter the details.

14. Select the Image tab.

15. Click OK. The dialog will close and a new client contact will be added.

Adding An Established Entity As A Client Contact

1. Click New. The Create/Select Entity confirmation prompt will appear.

2. Click No. The Entity Search dialog will be displayed.

3. Enter the search criteria and click Search.

4. From the Search Results list, select an entity.

5. Click OK. The dialog will close and the entity will be added as a client contact.

Selecting A Different Contact For The Client

Where there are multiple contacts against a client, the primary contact will be the default displayed in the context bar. Highlighting a specific contact then clicking the Select button changes the contact displayed in the context bar and the Contact Overview screen. This can also be achieved by using the Cycle Through Client Contacts arrow next to the contact name in the context bar.