-Click on +Add Client
-Once you have opened the Add a Client page, you can now fill the fields with your client information as shown below.
-Ensure you click on ‘Save All Contact Information’
-Your new client will be added to the column on the left hand side of your home screen.
To edit or update client information, click on ‘Details’ or on ‘'Edit'' beside the client’s name once selected.
-To add a contact connected to a client (eg. Lawyer, Mortgage Broker, Spouse etc.), click on ‘Add Contact” (when you are in the specific client’s profile).
-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.
-You can add additional fields for your client/contacts by clicking on ‘Actions' and on ‘Additional Fields’.
-Default for all Clients’ section is where you can turn ON or OFF the field that you wish to add or remove from your client/contact profile as shown below.
-Once finished, click on ‘Save’.
-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 your list.