Adding Contacts to Clients

Adding a Contact to a Client

This tutorial shows how to add a client to WORK.

Step 1: Select Your Client

Click into the Client Tab at the top of the page.

Select the client that you want to create a contact for.

Step 2: Go to Contact Section of Client

Click Contacts from the tabs at the top of the Client Details Page.

Click Add Contact.

Step 3: Add Contact Information

Fill in the Site Information.

You are required to fill in First Name and Street1.

You can add in Customer Portal Access here as well as choose what site this contact is associated with.

Click Save Contact.

This will bring you back to the Contacts Tab.

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