Creating a Client Contact and Linking an Account

A contact identifies a person who works with your client account.

Add the contact

Open People > Clients > Contacts and search for the person.
Choose New Contact.
Enter First Name and Last Name.
Select the Associated Account when the person belongs to a client relationship.
Add email, phone, address, profile photo, and notes as appropriate.
Choose Create Contact and verify the saved account association.

Why the account link matters

A contact can be stored without an account, but the association is needed for it to appear under the intended client and for client login setup. Link the correct account before using the contact in related case workflows.

Several people at one client

Create a separate contact for each individual rather than combining several people in one name field. Keep one client account and select the relevant contact on each case.

Add Client Contacts permission controls creation. Creating a contact is a record-management action; it does not automatically invite the person or give them access to client cases.