Contacts Panel

There is a Contacts Panel within the Vendor and Client tabs. This allows you to store specific contacts without necessarily creating users in the system. 

This toggle will show inactive contacts. If you do not want to see inactive contacts, turn the toggle off. 

Adding Contacts

To add a new contact, select the + in the top right-hand corner. 

Then Fill in all of the required fields and any additional field desired.

Click SAVE to save the new contact.

Once you have created the contact, you can simply hover over the record to quickly see the contact information that was added. As these contacts are no longer needed, you can simply deactivate them from the toggle within the contact itself.