Enter or edit a client's contact details

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When you create a client, optionally, you can enter their contact details so that you can keep you keep their information in one spot. 

To enter a client's contact details

  1. Open the client.
  2. On the General tab, enter their contact details

Changes are saved automatically. 

To edit a client's contact details

  1. Open the client.
  2. On the General tab, make the necessary edits. 

Changes are saved automatically. 

Contact details

Email
Optional: Enter the client's email. 
Mobile
Optional: Enter the client's mobile.
Address
Optional: Enter the client's address.

Related articles

What is a client?

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