Adding a Client Contact

Contacts are used when sending out documents from Chase to a client.  

Step-by-step guide

1. Open the Client you want to edit. 
   
   

   Select Clients on the Ribbon, and then select the client from the list on the Search dialog.

2. Select the Contact Details tab below the client number and click the Add Contact button.
   
   
   
   

3. A blank row is added.  Enter the details of the new contact in the fields on the blank row.

   1. Enter the Contact Name of the person who will be displayed on various reports and documents created for them. This field is compulsory for new Contacts.  

   2. Enter the contact person's details.

      
      
       

   3. Select the contact person's work Designation.
   4. Optionally select the contact person's Birthday.

   5. To indicate that this is an active Contact account, check the Active field checkbox. 

      
      

      By default, whenever you add a contact the Active field checkbox is checked.

4. Click the Save button on the Toolbar to make your changes permanent.

   
   

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