By keeping this requirement up to date you ensure your client knows the appropriate contact(s) within your organization.
| Panel |
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| bgColor | #F9F9F9 |
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| titleColor | #0e3367 |
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| titleBGColor | #EAEAEA |
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| borderStyle | none |
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| title | ⦿ How to Add an Assigned Contact |
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- From the top navigation bar, click Clients. The Clients page appears.
- Click Continue next to the desired client. The Clients page for the applicable client appears.
- In the left navigation bar, click Client Contacts. The Client Contact page appears.
 - From the General Contacts list, click the desired contact. The contact is moved to the Assigned contacts list.
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| Panel |
|---|
| bgColor | #F9F9F9 |
|---|
| titleColor | #0e3367 |
|---|
| titleBGColor | #EAEAEA |
|---|
| borderStyle | none |
|---|
| title | ⦿ How to Delete An Assigned Contact |
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|
- From the top navigation bar, click Clients. The Clients page appears.
- Click Continue next to the desired client. The Clients page for the applicable client appears.
- In the left navigation bar, click Client Contacts. The Client Contact page appears.
- In the Assigned contacts list, hover on the desired contact. A trash can appears.
 - Click the trash can for the desired contact. The contact is moved to the General contacts list.
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