Adding new contacts

Customers can be:

• a company
• a company with people (contacts)
• a person

Step 1 - Go to the Customer screen

Select Customers from the menu, and then click on the Add a company button.

• This option lets you add a company name only, or a company name with a contact person.

Step 2 - Enter information

The only required field is the Company Name.

• Customers can be categorized as Groups.  For example, clients, prospects, or associates. Go to the Settings area to create customer groups

Step 3 - Contact name

If the company you are adding has people that you deal with, these are Contacts.

• You can add more contacts for a customer at any time.

Step 4 - Add Contact [Alternate]

To add a person as a new contact, go to the Customers menu and click Add a Contact.

• People added as contacts this way don't need to have a company name.

Step 5 - Enter Information [Alternate]

When adding a person using this option, the Last Name and First Name is required

Step 6 - Company Name [Alternate]

You have the option to type in a Company Name, or select from an existing one.