How to Add a New Contact to a Client

Overview:
Keep your client records complete by adding individual contacts—complete with name, email, phone, address, and login settings—directly on the client’s profile.

Steps:

1. Go to Customer Management → Customers and open the client (e.g., Mrs. Eulalia Casper).

2. Click the Contacts tab and then + Add Contact.

3. Fill in the Account Details form:

   • Title (e.g., Manager)

   • Salutation (Mr/Ms/Dr)

   • Contact Name (required)

   • Email (unique address)

   • Password (min. 8 chars; click the “dice” icon for a generator)

   • Mobile (select country code + number)

   • Company Address

   • Country and Gender

   • Profile Picture (optional)

   • Change Language (UI preference)

   • Login Allowed? toggle to grant portal access

4. Click Save. The new contact appears in the Contacts list.

Tips & Best Practices:

• Use a corporate email for portal notifications and password resets.

• Upload a clear headshot to help teammates recognize contacts.

• Toggle Login Allowed to “Yes” only for contacts who need portal access.

Troubleshooting / FAQs:

• “Email already taken” error: That address is in use—choose a different email or edit the existing user.

• Save button greyed out: Ensure all required fields (marked *) are filled.

• Password strength warning: Use at least 8 characters with a mix of letters and numbers.