Record client contact details

You can add phone or email contact details for your client on the Information tab. Addresses are held on the Address details tab.

If you want to add client contacts, such as directors, partners, employees, and so on, these are referred to as client contacts.

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.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. Go to the Information then Contact details tab.
4. Select Add contact details.
5. Complete the required information and any other data you require.
   Record Phone contact details

   Number is a mandatory field.

   All other fields are optional.

   Record Email contact details

   Email address is a mandatory field.

   All other fields are optional.

6. Select Save.