Admins and Fieldworks may need to contact different people for a job. To manage these contacts, Admins and Fieldworkers can add Contacts for their Clients.
From Clients, select the Client Name to open the Client Record.
Select Sites and Contact then select Add Contact.
Fill in the Contact Details, select Main Contact if it’s the main contact of the Client then select Save.
Note: There can only be one main contact at a time for each Client.
The Contact is added to the Client Record.