How to Add a Phone or Email for a Client
Follow the steps to create a client if you haven't already created one.
Go to the Clients page (step1) and select a client (step2).
Step 1
Step 2
On the selected client's page, add a phone number and an email and click Add Contact.
Each contact needs to be added individually.
The added contacts will then run through validation and return the results as follows:
Added phone number validation details.
Added email validation details.
Created contacts are auto-notifiable by default.
Client phones and emails cannot be updated with different values. To update a client's existing contact, delete the contact and add a new one.