To add a new client contact, select the client from the Client screen. The View Client screen is displayed.

Click the Edit button at top right.

Scroll down to the Linked People card. Click the + Create a New Person button.

The New Person pop-up box is displayed.

Enter the person’s name, contact details and email address. Click the Save button at bottom right to save the contact.

The Edit Client screen is displayed. Click the Save button to save the client.

Adding a new client person has now been completed.

Note: enter “Accounts” in the Job Title field if you would like the contact person to receive a copy of the client’s monthly invoice.