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How to add Contact Details of Client #612

Answered by Divwork92
adarshmadrecha asked this question in QA
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You can add contact details of the client in 2 ways

(A) From client view page

  1. click on the particular client
  2. go to profile tab
  3. select confidential as private or public
  4. select profile type, add attribute, information
  5. click on create

(B) From profile list

  1. Go to profile list page
  2. click on '+ADD'
  3. select the client, confidential, profile type, add attribute, information
  4. click on create

*Private - visible only to members who have the permission
*Public - visible to all

You can even add by importing

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Answer selected by adarshmadrecha
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Category
QA
Labels
M:Client Client / Client Group Module M:Profile Profile Module
2 participants