Follow the instructions below to add a company contact in Titan Office:
From the Contacts tab, click Add Company (
) in the toolbar.
Complete the company's contact information. At minimum, select at least one contact type, enter a company name and email address, and enter a phone number. Then, enter any additional information:
Contact Type
Choose one or more contact types to identify the contact.Company Contact Information
Enter the company's name, email address, branch, website address, phone number, alternate phone number, and/or fax number.Company Address
Enter the company's physical address, city, state, and ZIP code.Company Contacts
Displays all of the contacts that are associated with this company.Click Add to create a new Individual Contact and associate it with this company.
Select a contact from the list of Company Contacts and click Edit to update their contact details.
Select a contact from the list of Company Contacts and click Remove to remove the association with the company. Keep in mind that this only removes the association with the company. Click here for instructions on deleting the contact from your database.
Notes
Enter any additional notes or information about the company.Click Save to save this Company information and return to the Contacts tab.
