Clearmargin

Add Contacts to a Client

Manage contact people associated with a client company.

Steps

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

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