To add a client contact, head over to the Client Card, Contacts-view, under the Client Contacts section.
Click on the Add Contacts... button.
The following dialogue will appear.
Search for the existing entity you wish to add as a client contact by using the following information:
1. Entity Name
2. Entity Number
3. Identification Number
4. Entity Alias
5. Entity Initials
Once you have selected a client contact, click on the Select Role... field to define the role of the client contact.
Clicking on the field will bring down the list of existing roles in the system. However, you can also create a new role by typing in the field then hitting enter.
After selecting the role for the client contact, click on the Add Client Contact button, and you are done.
The newly added client contact will then appears under the Client Contacts section as below.
1. Ensure that you are either a Client Manager, a Case Manager, a User with 'Assistant'-role or 'Administrator'-rights to be able to add a client contact.