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How can I create a Contact in Xero Practice Manager?

Jann DiPaolo
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To create a Contact for a client, in Xero Practice Manager:

  1. Select Clients in the top menu
  2. Select the \Client to create the Contact for.
  3. On the right, next to Contacts, click Add Contact.
  4. Enter the Contact’s details,
  5. Click Save.

Refer also to the following Xero Practice Manager help articles.
Create a contact for a client
Client Contacts

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