Contact Management
Adding a Contact
Available methods to Add a New Contact Click the + icon in the top right-hand corner. From the dropdown, choose Add new contact. On the Contacts page, click on the + Add new button. On the Contacts tab of a Client, click on the + Add new button.Few readersDeleting a Contact
Navigate to the Contacts menu on the left main menu. Click on the 3 dots on the right of the Contact and you will see the option to delete. The Delete option is only available for Contacts with the Portal Status of Invited and Not yet invited. Contacts with an Active status can only be Disabled. If you want to just remove the Contact from the Client, and not delete either, see the article here. Delete a Contact (https://storage.criFew readersRemove Contact from a Client
Navigate to the Contacts menu on the left main menu, open the Contact and then click on the Clients tab. When clicking on the 3 dots under Action, you will have the option to Delete the relationship. This will not delete the Client. Remove Contact from ClientFew readers
FAQ's
Can a Contact be added without being linked to a Client?
Yes, you can add a Contact without linking them to a Client.Few readersWhat is the difference between Clients and Contacts
Clients represent the primary entities you deal with, whether they're businesses, individuals, or families. For instance, you might handle bookkeeping for Nova Enterprises. Contacts refer to the individuals linked to these Clients, similar to entries in a contact list. For example, Jane Bennett, could be a shareholder of Nova Enterprises. This Client-Contact framework allows for flexible interactions - Contacts can be linked to multiple Clients, with different email addresses for each.Few readers