Managing a Client's Contacts

User Guide / Your clients / payers / Managing a Client's Contacts
Changed: 06.08.2022 23:52

In e-Cont.md, each of your clients can be assigned individual contacts, which are most often used to deliver invoices or estimates to multiple representatives of client organizations.

In order to add a contact for one of your clients, please navigate to Clients, choose a client and click the righthand "Edit" button. On the following page, choose "Manage Contacts" from the top right Actions menu.

You will then be redirected to a list of all available contacts for this client. In order to add a new one, click the top right "New Contact" button, enter all required details and don't forget hitting "Save".