When you create a client, optionally, you can enter their contact details so that you can keep their information in one spot.
To enter a client's contact details
- Open the client.
- On the General tab, enter their contact details.
Changes are saved automatically.
To edit a client's contact details
- Open the client.
- On the General tab, make the necessary edits.
Changes are saved automatically.
Contact details
- Optional: Enter the client's email.
- Mobile
- Optional: Enter the client's mobile.
- Address
- Optional: Enter the client's address.
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