👥Adding Additional Contacts in Client Hub

You have two ways to track extra people for a client — without giving them portal access.

📥 Option 1 — Import contacts into Client Hub

Use this option if you want to view related contacts more easily by adding them into Client Hub as separate records.

1. In the left sidebar, click Setup & Settings.
2. Under Client Setup, choose Import Clients and Contacts.
3. Upload a CSV file with your client and contact information. Make sure each contact is linked to the right client company.
4. After importing, contacts will display in the Client Details tab — in the right-hand panel, just below the Client Users section.

👉 These imported contacts do not get portal access unless you explicitly invite them as Client Users.

✨ Option 2 — Create custom fields (one-time setup)

Use this option if you just need a simple way to keep extra names, emails, or phone numbers inside a client’s record.

1. From the left sidebar, click Setup & Settings.

   Under Client Setup, select Client Fields.

   Click Add Field and choose the type you want:

   • 📝 Text → for names or notes
   • 📧 Email → for contact emails

   • 📱 Phone number → for phone numbers

     Label each field clearly. For example:

   • Additional Contact 1 – Name (Text)
   • Additional Contact 1 – Email (Email)
   • Additional Contact 1 – Phone (Phone number)
2. Repeat for as many contacts as you want to track.
3. Click Save ✅

➡️ To add contacts:

• Go to Clients, open a client space, and click the Client Details tab.
• Enter the info in the custom fields you created.
• Click Save 💾

🎯 Result

No matter which option you choose, you can store and reference additional client contacts without giving them login access.

• Use the Import process if you want to manage multiple contacts per client in a more structured way.
• Use Custom Fields if you only need a few extra names and emails.