To add a Contact, click the "+ Add" button at the top of the screen, then select the type of Contact that you wish to add. You can choose to add Staff, Clients, or Contractors.
Depending on the type of Contact you choose, a different pop-up window will appear to prompt you to add the relevant details.
For Staff, if they are able to log in to the site, what Role they are assigned to (you must toggle "Allow Login" to on in order to assign them a Role), and additional details including their Work Phone, Mobile Phone, and Tags. Once you have finished adding your details click "Create" to save the new Contact:
For Clients you can choose to add an Organization or a Person. Remember, a Client Organization is the kind of contact you would choose to associate a project to.
Once you have created your Contact, Staff can be found on the "Staff" tab at the top of the screen, and Clients can be found on the "Clients" tab:
