Overview
Every client record can hold multiple contacts — directors, bookkeepers, or other individuals you correspond with. You can add contacts, designate a primary contact, manage portal access, and assign a manager from the client overview page.
Adding a Contact
- 1Open the client record and locate the Contacts card on the right-hand side.
- 2Click Add in the card header. The Add Contact form opens.
- 3
Fill in the contact details across the form cards:
- Personal Details — Title (Mr, Mrs, Ms, Miss, Dr, or Prof), First Name (required), Last Name (required), and Greeting (optional salutation for correspondence).
- Contact Details — Email Address (required) and Phone Number (required).
- Assignment — Manager dropdown and the Primary Contact toggle.
- Custom Fields — any custom fields defined for contacts in your organisation.
- Portal Access — Enable Portal Access toggle to grant a client portal login after creation.
- 4Click Add Contact to save, or press ⌘+↵.
When a contact is the first one added to a client, the Primary Contact toggle is turned on automatically.
Setting a Primary Contact
The primary contact appears with a star icon and a Primary badge. To change it, open the edit form for the desired contact and enable the Primary Contact toggle. Only one contact per client can be primary at a time.
Editing a Contact
In the Contacts card, click the edit icon next to the contact you want to update. The Edit Contact form opens with all current values pre-filled. Make your changes and click Save Changes.
Portal Access
The Portal Access card on the contact form controls whether the contact can log in to the client portal:
- No access — click Enable Portal Access to generate credentials. A modal displays the temporary password.
- Active — click Reset Password to generate a new password, or Revoke Access to suspend the login.
- Suspended — click Re-enable Access to restore the login.
Enabling portal access generates a temporary password immediately. Make sure the email address is correct before you proceed.
For a full guide to portal features, see Client Portal.
Importing Contacts from Xero
If your organisation has a Xero integration, you can bulk-import contacts from the clients list using the Import from Xero dialog. Search by name or email, select contacts to import, and the system automatically links them to existing clients when a name match is found.
What's Next?
- Client Details — view and edit the full client record
- Client Portal — learn what portal users can access
- Adding a Client — create a new client record