Contacts

People are stored as Contacts with information on how you can contact the "Client".

"Contact" can be associated with more than one Client record as Authorised Contacts. Contacts is a humans with both an email address and mobile phone number to whom proposals can be directed. It takes a human to agree to a proposal on behalf of a client even if the contact and client are one & the same.

For example, a person may be a director and a trustee of a super fund. For this reason, in ClientRelay, the client type "Individual" is linked to a "Contact" of the same name. This enables us to provide a single login to as person with multiple entities. Proposal are sent to Authorised Contacts of Legal Entities for signing and establishing legally binding contacts.

To Add a "contact", navigate to "Clients" tab, and select "Details"

Press "Overview" >

1. "Link existing" 

2.  "Add Contact"

It supports multiple contacts per client record for the purpose of Primary contact, Billing Contact, or Contact Signatory