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How Do I Add Secondary Contact?
How Do I Add Secondary Contact?

Adding (and editing) secondary contacts (i.e. spouses, music ministers, billing department contacts, etc...)

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

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 'New Contact'

Step 3: Add the details for the secondary contact.

Step 4: Save / Done.

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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