Master Contact Setting
Setting a master contact is helpful when adding new referral sources who have not been assigned to a client yet.
To do this:
- Click "settings" on the main menu
- Click "Master Contacts"
An alphabetical list of Master Contacts will be displayed.
- You can edit information by clicking the pen and paper
You can also add a new master contact through this screen.
- Click "Add New Master Contact"
- You will have the options to create a Person or a Company and fill in the information as applies.
**Note** Only the information tab is necessary.
- Once all information is entered click "Save Contact"
**To see how to set a master contact within a client's record click here.