create_contact
Create a new contact associated with a client, specifying optional details such as role, email, phone, and notification preferences.
Instructions
Create a new contact associated with a client
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| role | No | Contact's role/title | |
| No | Email address | ||
| notes | No | Notes about the contact | |
| phone | No | Phone number | |
| mobile | No | Mobile phone number | |
| lastName | No | Contact's last name | |
| firstName | No | Contact's first name | |
| clientName | Yes | Exact name of the client to associate this contact with | |
| portalAccess | No | Grant client portal access | |
| defaultContact | No | Set as default contact (receives all notifications) | |
| invoiceContact | No | Set as invoice contact (receives invoice notifications) |