Add Contacts to a Client

Manage contact people associated with a client company.

Steps

1. Go to "Clients" in the sidebar (/dashboard/clients).
2. Click on a client to open their detail page.
3. Click "Edit" to go to the edit form (/dashboard/clients/[id]/edit).
4. Navigate to the "Contacts" section.
5. Click "Add Contact".
6. Enter name, email, phone, and role (e.g., billing contact, project manager).
7. Save the contact.
8. When sending invoices or proposals, select from saved contacts as recipients.
9. A soft dedup warning appears if the email already exists on another client.