Add and link contacts

A contact is a person. The same person can be linked to more than one client, so you usually do not need a duplicate contact for each business.

Add a person

1. Open Contacts and search for the person first.
2. If there is no existing record, choose the add-contact action.
3. Enter the person’s name and the phone or email details you have.
4. Save and open their contact file.

Link a contact to a client

Open the client’s contacts area or the contact’s linked accounts. Choose the existing person or client and complete the relationship details shown. Check that the link appears on the client file.

Use the right linked contact when requesting information or sending a message.

Keep details useful

Check phone numbers and email addresses before sending. Your office may have extra contact fields in Settings → Contacts.

A colleague can’t see this contact

Members see the contacts they are allowed to access. Ask a manager to check the assignment and access; creating another contact will not solve the permission issue.