To add a Client to Contact Manager:

  1. Select Clients from the Directory menu
  2. Click Add New button

  1. Enter client name, company code, status, and optional notes

Note Make sure client status is set to Enabled for the client to be available to be associated with a Directory Service URL.

  1. Filter devices using dynamic URL (Using a Dynamic URL will utilize the end user’s domain name or device pool to filter results).

  1. Click Save to add client

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