People are stored as Contacts are emaila nd phone number of a person, and can be associated with more than one Client record as Authorised Contacts. Contracts 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 Client Relay, 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
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