Central: How to add a contact for a client
This guide provides step-by-step instructions on how to add a contact for a client in Central.
16 steps
Leanafywms
1
Go to your central dashboard and log in if necessary <https://central.leanafywms.com/>
2
Click on Menu icon
3
Click on "Client List"
4
Click on the client's name for whom you want to add a contact.
5
Click on the "right arrow" to navigate to the settings.
6
Click on "Settings"
7
Click on "View" to list all the contacts for the client.
8
Click on "Add Contact" to add a new contact.
9
Click and select the contact type for the client.
10
Enter the customer/vendor name.
11
Enter the Company Name
12
Type to search for the address and select the relevant address from the dropdown menu.
13
Enter the Zip/Postal code.
14
Enter the phone number if needed.
15
Click on "Create New Contact" button.
16
Contact has been added successfully!
Central: How to add a contact for a client
This guide provides step-by-step instructions on how to add a contact for a client in Central.
16 steps
Leanafywms
1
Go to your central dashboard and log in if necessary <https://central.leanafywms.com/>
2
Click on Menu icon
3
Click on "Client List"
4
Click on the client's name for whom you want to add a contact.
5
Click on the "right arrow" to navigate to the settings.
6
Click on "Settings"
7
Click on "View" to list all the contacts for the client.
8
Click on "Add Contact" to add a new contact.
9
Click and select the contact type for the client.
10
Enter the customer/vendor name.
11
Enter the Company Name
12
Type to search for the address and select the relevant address from the dropdown menu.
13
Enter the Zip/Postal code.
14
Enter the phone number if needed.
15
Click on "Create New Contact" button.
16
Contact has been added successfully!
