Central: How to add a contact for a client | Scribe

    Central: How to add a contact for a client

    • 0 step
    Go to your central dashboard and log in if necessary <https://central.leanafywms.com/>
    Click on Menu icon
    Click on "Client List"
    Click on the client's name for whom you want to add a contact.
    Click on the "right arrow" to navigate to the settings.
    Click on "Settings"
    Click on "View" to list all the contacts for the client.
    Click on "Add Contact" to add a new contact.
    Click and select the contact type for the client.
    Enter the customer/vendor name.
    Enter the Company Name
    Type to search for the address and select the relevant address from the dropdown menu.
    Enter the Zip/Postal code.
    Enter the phone number if needed.
    Click on "Create New Contact" button.
    Contact has been added successfully!
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