Difference between revisions of "24 New Contacts"

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.

@@ Line 1: / Line 1: @@
-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 contact Tab
+*From within the '''Customer Card''', select the '''Contact''' Tab
+*Select the '''New''' button to the right of the screen<br>
-On the right hand side of the contact screen you will see a tab New.
+*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.'''
-Click on this and it will open to another screen which will allow you to input a New Contact. If you are loading
+*If this person is going to be the new '''Primary Contact''' you must tick the '''Primary Contact''' box and then '''Save.'''
-to an existing customer you click on the Original tab.
-This will show all the relevant information ie. address and phone numbers already needed for this Customer.
-You will see a blank space for the New Contact details to be put in. Add these details, including an email
-address if possible and click save.
-If this person is going to be the new Primary Contact you must tick the Primary Contact box, then save.