Adding, Editing or Deleting a Contact Print

To Add a Contact

After logging in to the Client Portal, from the top right drop down menu, select 'Contacts'

Select 'Add New Contact' and select 'Go'.

Compete all required contact details, set relevant 'Email Preferences' and Save Changes.

To Edit a Contact 

After logging in to the Client Portal, from the top right drop down menu, select 'Contacts'

Select the 'contact' you want to edit, and select 'Go'.

Edit the contact / adjust the email preferences as required, and 'Save Changes'

To Delete a Contact 

After logging in to the Client Portal, from the top right drop down menu, select 'Contacts'

Select the 'contact' you want to delete, and select 'Go'.

Scroll to the bottom of the contact and 'Delete Contact'