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OfficePortal

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Contacts

When adding a client, their address and primary contact details are recorded in the client section, serving as the main point of contact. However, some clients may have multiple  point of contacts. To accommodate this, you can use the Contact section, which acts as a directory for storing additional contact details for a single client or multiple clients seamlessly

Contacts
To add multiple contacts, navigate to the Contact Details section and click the “Add New” button. Start by entering the client’s name, followed by the contact person’s first name, last name, email address, mobile number, home phone, and fax number, as needed. If required, provide the address details, or simply enable the “Same as Client Address” toggle if the contact’s address matches the one already provided in the Client section.
If you’d like to set this person as the primary contact, turn on the “Set as Primary Contact for this Client” toggle. Otherwise, leave it disabled if you’re adding a secondary contact for the same client. Thus, the contacts section acts as a directory to store contact details of the clients. 
Contacts inside
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