Step 1:
-Click on +Add a Client
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Step 2:-Once you have opened +Add a Client, you can now populate the fields with Client information as shown below.
-Ensure you Click on ‘Save All Contact Information’
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-Your new Client will be added to the Column on the Left hand side.
Step 3:
To edit or update Client Information, click on ‘Details’ or the Clients name
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Step 4:
-To add a Contact connected to a Client (eg. Lawyer, Mortgage Broker, Spouse ect.), Click on ‘Add Contact” (when you are in you the specific Client’s profile)
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-If the Contact has the same information as your Client, click on ‘Actions’ and select ‘Copy to new contact’ as shown below.
-Select ‘Save All Contact Information’ to save Contact.
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Step 5:
-You can add additional fields for your Client/Contacts by Clicking on ‘Actions' and Click on ‘Additional Fields’.
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-Default for all Clients’ section is where you can turn ON or OFF the field that you wish to add into your Client/Contact Profile as shown below.
-Once finished, click on ‘Save’
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Step 6:
-To Delete a Client, Click on the Client to open their information
-Click on ‘Action’
-Click on ‘Delete Contact’
This will Delete the Contact from the list.
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