Adding a secondary contact is easy!


FROM THE WEB APP


Step 1: Go to the 'Clients' menu and click on a customer record.

Step 2: Click 'Add Contact'

Step 3: Add the details for the secondary contact.

Step 4: Save / Done.



To edit secondary contacts click the 'Edit' button:


FROM THE MOBILE APP

Step 1: Tap Menu > Clients > Tap on a customer to edit.

Step 2: Tap 'New Contact'

Step 3: Enter your secondary contact details.

Step 4: Save / Done.


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