Where can I find a Client’s Contacts?
In the ‘Contacts’ tab you can assign contacts to a selected client. This helps you keep an overview over your client’s network and you can identify their special properties such as ‘Account Holder’.
- Go to the ‘Clients’ section of ONE PM.
- Search for the client whose contacts you want to look at.
- Click on the ‘Contacts’ tab.
How can I assign an existing Contact to a Client?
- Assure you are on the ‘Contacts’ tab.
- Click on ‘Assign Contact’.
- A form appears – select a contact and fill in the additional fields.
- Click ‘Assign’.
How can I assign a new Contact to a Client?
- Assure you are on the ‘Contacts’ tab.
- Click on ‘Add Contact’.
- A slide in window appears – fill in the information.
- Click ‘Save’!
- The created contact is automatically assigned to the client.
How can I edit a Contact?
- Assure you are on the ‘Contacts’ tab.
- Click on the Contact you want to edit.
- A slide in window appears – click on ‘Edit’ in the top right hand corner.
- Edit the Information you want to change.
- Click ‘Save’!
Please note: You can also edit contacts through the ‘Contacts’ section of ONE PM.