Having a Collateral Contact for your clients can be helpful for those times when you are unable to get in contact with a client by using the contact information provided on the Client Details page. Follow the steps below to add a Collateral Contact.
- Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down.
- Select the client name to go to their Client Profile.
- Click Collateral Contacts from the Client Manager menu on the left.
- You can view the list of any existing Collateral Contacts in the Collateral Contact List section.
- To add a new contact, use the Collateral Contact Entry section. Fill in this section with the contact's name, select their relationship to the client, phone number, and an optional email address.
NOTE: Be sure that you have permission to contact this person. If you have permission, check the Can Contact box.
- Click Add Collateral Contact.