From the Frontdesk, go to Clients and select Client List.
Fill out the Search Field and select the Edit button on the Client Profile tile.
In the Support tab, go to the Emergency and Alternative Contacts tile and select +Add contact.
The Add Contact window will be displayed, here, you can enter the emergency contact’s –
Name
Relationship to Client i.e Partner, Case Manager, Parent
Organisation (if relevant)
Contact methods
Address
You may also tick whether this is the client’s primary contact or financial intermediary. If they are the intermediary, tick Invoices should be sent to this person and fill out the Invoice Address.
Press Add, and voila! The emergency contact will be found in this panel in future.
