Add Multiple Contacts to One Client in CloudBooks – New Feature
You can now add multiple contacts to one client. This is much requested feature:
Step by Step Instructions
Go to the “Clients” tab
You will be brought to a list of your Clients
Click on the client of your choice
Under the “Contacts” section there is a little blue (+) that says “Add new contact”
Click on that link
Enter your secondary contact’s information (email is required)
There is no limit to how many contacts you can add to a client
Click “Save” when you’re finished
