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-Once you have opened +Add a Client, you can now populate the fields with Client client information as shown below.
-Ensure you Click click on ‘Save All Contact Information’
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-Your new Client client will be added to the Column column on the Left left hand side.
Step 3:
To edit or update Client Informationclient information, click on ‘Details’ or the Clients nameon ‘'Edit'' beside the client’s name once selected.
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Step 4:
-To add a Contact contact connected to a Client client (eg. Lawyer, Mortgage Broker, Spouse ectetc.), Click click on ‘Add Contact” (when you are in you the specific Client’s client’s profile).
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-If the Contact contact has the same information as your Clientclient, click on ‘Actions’ and select ‘Copy to new contact’ as shown below.
-Select ‘Save All Contact Information’ to save Contactcontact.
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Step 5:
-You can add additional fields for your Clientclient/Contacts contacts by Clicking 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 or remove from your Clientclient/Contact Profile contact profile as shown below.
-Once finished, click on ‘Save’
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Step 6:
-To Delete delete a Clientclient, Click click on the Client client to open their information.
-Click on ‘Action’.
-Click on ‘Delete Contact’.
This will Delete delete the Contact contact from the your list.
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Completed! |