Please note, accurate client contact details are key. This information allows you to invite clients to access the portal, as the contact person(s) will receive the invitations via email. If contact details are missing, follow these steps to add them.
Steps:
1. Log in to the system
2. Go to the "Client Management" module by clicking on it from the main menu.
3. In the Client Management section, click on the "Client List" link.
4.You will be directed to a list of all clients. Find the client for whom you wish to add contact details, then click on the "Action" dropdown menu and select "Edit" to open the client registration form.
5. Scroll down to the Contact Person(s) section and fill in the required details, such as name, designation, and email.
6. To add additional contact persons, click on the "New Contact" button and enter their details.
7. Once all contact information has been entered, click on "Update Client" to save the changes.