By keeping this requirement up to date you ensure your client knows the appropriate contact(s) within your organization.
Before completing this requirement you must first add all applicable contacts to the contacts section of your Fixxbook Profile.
You can add or remove an assigned contact at any point, but to edit a contact you must do so in the contacts section of your Fixxbook Profile.
⦿ 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.
- After selecting all Client Contacts, on the top of the page, check the box next to “After this section is completed, please check here”. A green check mark appears next to Client Contacts in the left navigation menu.
⦿ 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.
