Create Contact

Navigation:  The Contacts Module >

Create Contact

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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.

 

 

 

 

 

 

 

 

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