Steps:
- Log in to the system.
- Locate the Client Management module.
- Click on Client List to view all registered clients.
- Find the client you want to add their contact details, then click the Action button on the far right.
- From the drop-down options, select Edit. This opens a form containing the clients’ details, scroll down to the Contact Person(s) field, click on the New Contact button (if the client has none or you wish to add more contact persons) enter the name, designation, mobile number and email. Note that the email address is important should you need to invite your client to access the portal.