/
11.1 Accessing a Contact

11.1 Accessing a Contact


This lesson will show you how to access a contact in AgileCase.

Accessing a contact

 

In order to access a client page, first click the "Contacts" button to view all of your contacts on the system.

On this page you can add a new contact, which you can read about here, or access any clients you have already created.

To access a client page, simply click the client name.