Create a new Client
Add a Contact Person Add a Contact Person to the Client Page by selecting it form the dropdown menu under "Contact Person". You might have to create the Contact Person first to be able to select it form the dropdown menu. Take the following steps to do this:
- Save a draft of the Client page by clicking on Save draft
- Open add a new contact person in a new browser window or browser tab
- Follow the instructions on the Person page to create the Contact Person. Make sure the Contact Person is published, drafts are not shown in the dropdown menu.
- Refresh the Client page 5.Select the Contact Person and either update the draft or publish the Client page
Edit a Client page
Publish Client page