There are three ways to add a new Contact:
1. In the Menu Pane (left pane) click to expand Contacts, click Create Contact.
2. In the Menu Pane (left pane) click to expand Contacts, click Maintenance, click the +Create button in the Center Pane at the top right.
3. When creating a new Item such as an Invoice, Quote, Purchase Order, Find & Sell, etc., you will be given a Find Contact box to find an existing Contact. There will be a +New button which will bring up the New Contact box for you to create a new Contact.
Once in the New Contact form, enter the applicable information.
TIP : Notice the multiple tabs across the top for the different categories of information.
Click the Save & Close or Save & New button at the upper right.
Allied Information Networks - 800-866-0466 - firstname.lastname@example.org