Manage client contacts
Add people who can receive documents for a client.
Open in Invoice AuraWhat to do
- 1
Open the client
Choose Manage Contacts.
- 2
Add a contact
Enter first name, last name, email, mobile, and phone.
- 3
Save
The contact can be selected as a document recipient.
- 4
Manage the list
Use selection, paging, and confirmed deletion.