Add from existing contact

You can add contacts from the contacts of other clients, such as a director of more than one company.

1. From the Clients menu, select Clients list then find and open the required client.

   If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.

2. Select the Contactstab.
3. From the Add contact drop-down, select Add from existing contact.
4. Search for and select the required client.