Updating Client Contact Company name

How to add an existing Client Contact and associate them with a new or different Client

If you are looking to add an existing Client Contact and associate them with a new or different Client, you must first change the Client Contact's existing company. 
 
Contacts > Client Contact record > General tab > Client field 
 
 
 
 
1. Use the lookup field to change to the proper Client/Company name
2. If the Client does not exist click on +New Client.
 
 
 
 
 

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