How do I add/edit Client Contacts?

A Client Contact can be created for a whole new individual or for an individual with an existing Profile of another type.

Create a Client Contact Profile for a New Individual

1. Go to Client Profile>Coordination>Contacts.

2. In the Client Contacts, you can filter by Status, or search by Name, by clicking on the Filter icon .

3. Click +Add New Client Contact.

4. In the resulting dialogue, enter a First Name and Last Name. You can also optionally enter a Phone Number and Email. Should any individuals already exist with matching criteria, they will appear in the Matching Profiles table. Learn more about adding Profile types to existing individuals.

5. If you are adding a new individual, click Add New Client Contact.

6. You will be taken to a new dialogue where you can add further information for your Client Contact Profile.

7. When you are done, click Save. A new individual has been created with a Client Contact Profile.

Edit a Client Contact

1. Click Edit for any contact to update their information.

2. The same dialogue will appear as when creating a contact. Edit fields and click Save.

3. When editing a field that is common across multiple Profile Types for a Contact, you will receive a warning that the field will be edited for all profiles.