Add client contacts

IRIS KashFlow Connect will use the client’s contact details entered when the client IRIS KashFlow account was created.

To add additional contacts to the client profile:

1. Go to Clients and select the client from the list.

2. Select Contacts.

3. Select Add Contact.

4. Complete the contact details on the displayed form. First Name, Last Name, Telephone and Email Address are required fields.

5. Select Add.

Edit or delete a contact

Should you wish to remove a contact from a client proflie:

1. Go to Clients and select the client from the list.

2. Select Contacts.

3. For the contact in question, from the actions column, select the pencil icon to edit or the trash icon to delete.