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.

• Once all information is entered click "Save Contact"

**To see how to set a master contact within a client's record click here.