The Contact Manager can help you in adding and storing your client’s information for use when creating assignments. To add new clients or locations:
- Select Contact Manager on the left navigation bar
- To add a new client, select ‘New Client,’ enter the client’s information and click ‘Save’
- To add a new location, select ‘New Location,’ enter the location’s information and click ‘Save’
- To add an additional contact to an existing client, select ‘New Contact,’ enter the contact’s information and click ‘Save’
- To add multiple contacts or locations, select ‘Import,’ download the sample spreadsheet, upload your list, then click ‘Save Changes’
You will then have the ability to add those clients or locations into your assignments.