Clicking on the ‘Contacts’ link in the main Navigation on the left of your eBoss database takes you by default to the main Contacts view page. You are also able to click the drop down arrow to the right of ‘Contacts’ and click ‘View Contacts’ to navigate to this page.
Add a New Contact
- Click the ‘Add new+’ link at the top of your screen
- Start typing a Client in the ‘choose client’ field and select from the list
- Click Go
- Select and enter the required information for the Contact:Contact Name is required*The more information you enter for a Contact, the easier it will be to find them using Advanced SearchClick Save to add your Contact to the Client Contacts list