Add Multiple Contacts to One Client in CloudBooks – New Feature
You can now add multiple contacts to one client. This is much requested feature: Step by Step Instructions Go to the “Clients” tab You will be brought to a list of your Clients Click on the client of your choice Under the “Contacts” section there is a little blue (+) that says “Add new contact” Click on that link Enter your secondary contact’s information (email is required) There is no limit to how many contacts you can add to a...