Working with Contacts

A contact is a person who is associated with a client and/or site, however, they lack login information. When creating a client contact, you have the ability to associate the contact with one or more sites belonging to the client. When creating a site contact, you have the option to create a client contact. However, you can also create site-only and/or client-only contacts. The primary client contact assigned to the client displays as bolded text. See Working with Clients.

You can access the client contact and site contact views from the following:

• Client Contact
  • On the Client Dashboard, select the View drop-down and select Contact.
  • You can select BOB > Site, and then select Contact View. You may be prompted to select the Client and then select OK.
• Site Contact
  • On the Site Dashboard, select the View drop-down and select Contact. 
  • You can also select BOB > Site, and then select Contact View. You may be prompted to select the Client and Site and then select OK.