24 New Contacts
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Revision as of 10:02, 22 December 2011 by Simon Clive (Talk | contribs)
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.
