When the Contact Details screen appears, select the
option at the top to indicate that you’re adding a
Next, select at least one option from the Type of contact
check boxes. You can choose as many as you like.
If you’d like to limit access to this contact to yourself, un-check the
Public Contact box. If this is checked, all of the users on
your system can view this contact.
Complete the remaining text boxes for this individual or company.
You can add individuals who work for that firm using the Contacts
in Company box at the bottom of the screen. Click Add
in the Contacts in Company box.
Complete the individual’s information and click OK. Use
the Edit and Delete links to modify existing
contacts for that company. Continue adding as many individual contacts as
necessary for this company.
Type any relevant notes about your contact in the available
When the contact information is complete, click OK to
save this contact to your database.
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