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Client Contact Info

Client contact details — name, title, email, address, and phone number — are all managed together in the Contacts window. This replaces the separate Contact Info, Address, and Phone Number sections that used to appear directly on the Client screen.

💡 Why Use This

  • Keep every contact in one list — Record an HR contact, administrator, or additional contact for a group client instead of a single set of fields.
  • Mark your primary contact — Flag the person your agency should correspond with first.
  • Store complete details — Each contact can hold two addresses, four phone numbers, and two email addresses.

🗺️ How to Access

Open the client's record on the Client screen, then click the Contacts button on the toolbar (next to Help).

Contacts button on the Client screen toolbar

The Contacts Window

All contacts for the client appear in a single editable list, with the primary contact flagged and sorted to the top.

The Contacts window for a client record

Click Add or Edit to fill in a contact's name, title, up to two addresses, up to four phone numbers, up to two email addresses, and notes.

The Add Contact form, showing Name, Job Title, Email, Address, Phone, and Notes fields

🔧 Troubleshooting

I need to store multiple email addresses for one client. Use both Email 1 and Email 2 on the contact, or add a second contact — see Contacts for details.

Need help? Contact support@commission-tracker.com