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Clients and contacts

How do I add a contact to a client online?

Find out how to add a contact to a client online in ServiceM8.

This lesson will explain how to add a new contact to a client.

Go to Clients

Go to Clients

Search or browse any existing clients, then click Open Client

Search or browse any existing clients, then click Open Client

In the Modify Client, click New Contact

In the Modify Client, click New Contact

Set the details of the new contact.

Set the details of the new contact.

Click Save once complete

Click Save once complete

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