Difference between revisions of "24 New Contacts"
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Simon Clive (Talk | contribs) (Created page with "New Contacts Do you know how to add a new Contact? From within the Customer Card, select the contact Tab On the right hand side of the contact screen you will see a tab New. ...") |
Simon Clive (Talk | contribs) |
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− | New Contacts | + | '''New Contacts''' |
− | Do you know how to add a new Contact? | + | Do you know how to add a new '''Contact?''' |
− | From within the Customer Card, select the | + | *From within the '''Customer Card''', select the '''Contact''' Tab |
− | + | *Select the '''New''' button to the right of the screen<br> | |
− | + | *If you are loading to an '''Existing Customer''' select the '''Original''' button which will auto populate all the relevant information ie. address and phone numbers already needed for this Customer. | |
− | + | *Add the '''New Contact''' details in the blank spaces including an email address if possible and select '''Save.''' | |
− | + | *If this person is going to be the new '''Primary Contact''' you must tick the '''Primary Contact''' box and then '''Save.''' | |
− | to an | + | |
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− | address if possible and | + | |
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− | If this person is going to be the new Primary Contact you must tick the Primary Contact box | + |
Latest revision as of 10:02, 22 December 2011
New Contacts
Do you know how to add a new Contact?
- From within the Customer Card, select the Contact Tab
- Select the New button to the right of the screen
- If you are loading to an Existing Customer select the Original button which will auto populate all the relevant information ie. address and phone numbers already needed for this Customer.
- Add the New Contact details in the blank spaces including an email address if possible and select Save.
- If this person is going to be the new Primary Contact you must tick the Primary Contact box and then Save.