Contact Persons tab
In this tab, you can check the details of this client’s contact persons or add a new one.
If the Individual checkbox was checked while adding a client’s profile, the contact person is created automatically based on the data entered on the Add Client page.
To add a contact person, click the
button and enter the contact person details.To import contact person data, hover over the
button to activate the Import button.To edit the contact person’s details, hover over their card and click the Show Profile button that is displayed in the card’s bottom right-hand corner.
You will be directed to this contact person profile in the Contacts tab (see the Client contact person profile section).