Assign, edit, or create a new Primary Contact from a Client record.
Go from Clients > Client record > General tab > Client Information > Primary Contact field.
Add existing contact
- Click the magnifying glass to show current Contacts associated with the Client record and select from the list.
Add a new contact
- Click the magnifying class > +New Contact.
- A Quick Create: Contact pop-up form will open. Fill in all relevant details, then click Save and Close. Once saved, your Contact record will appear as the Primary Contact against your Client record.