Hello @Charlotte Giles
If you go to a client and go to “Details”, under “Client Team” you can nominate a “Client Owner” or “Client Manager” - this will show on all work associated with that client.
I’m experimenting with Loom, so here’s what it spit out:
How to Add a Client Owner in Carbon
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Access Client Details
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Find Client Team Section
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Edit Client Team
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Set Client Owner and Manager
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Benefits
Link to Loom
https://www.loom.com/share/98bbc92c890e47e4801c9f3a006d09e5
Hi all, thanks for your comments. Reading my original post back, I definitely didn’t make myself clear at all!!!
When referring to a main point of contact, I meant the main point of contact on the client side, i.e who the person in our firm needs to speak to regarding all of the client’s matters day to day.
Hope that clears things up?
Hi all, thanks for your comments. Reading my original post back, I definitely didn’t make myself clear at all!!!
When referring to a main point of contact, I meant the main point of contact on the client side, i.e who the person in our firm needs to speak to regarding all of the client’s matters day to day.
Hope that clears things up?
I knew what you meant @Charlotte Giles
When you create a Person contact, you can make them associated with an Organisation, and when you create an Organisation you can define a primary contact, does this article help?
https://help.karbonhq.com/en/articles/5708609-overview-of-contacts#h_c7191560f6