Assign roles to additional contacts
You can use the
Additional Contact Roles
screen to create roles that can then be assigned to any of a client's additional contacts. You can edit and inactivate existing roles here, and you can delete them if they're not yet assigned to any additional contacts.- ChooseSetup,Firm, thenAdditional Contact Roles.
- SelectAdd, then enter the name of a new role to add it to theAdditional Contact Roleslist. These roles will then be available for selection in theClient Additional Contactswindow.
- Mark theInactivecheckbox to inactivate the role and make it unavailable for selection on client records in the future.
