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.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.
3. Select the Contactstab.
4. From the Add contact drop-down, select Add from existing contact.
5. Search for and select the required client.