By keeping this requirement up to date you ensure your client knows the appropriate contact(s) within your organization.
Adding an Assigned Contact
⦿ How to Add an Assigned Contact
- 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.
⦿ How to Delete An Assigned Contact
- 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.
