How to Create a New Contact

Contacts Main Screen

1. From the Contacts Main Screen
   
2. Click on the "New" icon (upper right-hand side of the screen)   
   
   
   
3. Enter in the necessary information
   
1. General information
   
2. Billing Address
   
3. Contact Information
   
1. Click on "Add" to add additional phone numbers and/or email addresses 
   
   
   
4. Notes
   
4. Click on "Create" 
   
   
   

Helpful Hint!

We recommend that you search the program for your customer prior to entering a new Contact to avoid creating duplicate records.

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