Adding and Editing Contacts

You can add New Contacts as you use the workpapers, or choose them from a drop-down menu if they've already been added (from past workpapers)


When you add a new contact, a window will pop up - you can add as little, or as much information for that contact as you'd like, then click Add.

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You can edit your contacts in the Contacts menu by clicking the little pencil icon to the right. Any contacts your client adds in their client survey will show in the Contacts menu. The only contacts your client can see (when they click the drop-down menu) are any they've already entered in the survey - they won't be able to see your account's contact list.

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