Navigation:  Clients > Client Functions > Add Client Contact

When you are in a Client record, click   to add a contact (you can add multiple Contacts to a Client).

 

 

•Profile – Tailor to collect information that adds value to your business.

•Mailing Name – This will appear on all communications and mailing envelopes.

•Active – Tick the box for all contacts currently with this Client. When contact leaves, un-tick the box to deactivate them.

•Primary – Ensure that you only tick the box of one main contact for each client as their information will default into the main Client Detail screen.

•Preferred Communication – ONLY enter if the Contact agrees to receive Marketing Communications.

•Contact Address – Tick the relevant address's that applies to the contact.

•Password/ Retype Password: These fields are for UnderwriterCENTRAL™ Online access.

 

Once you have finished filling in the Address Details in the Main Window, click to save all data.