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Add a Contact

Add a Contact

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Add a Contact

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Important: Contact info can be added by three different methods.  

 

1.For a Quick Add: Note: Use to add minimal contact info while staying on the current screen.

a.Click the WP Button.

b.Click the Contact link, the Contact Add screen will be displayed.

 

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c.Enter the contact information.

d.Click OK to save.  

e.Having the Navigate to contact check box selected will take you to the Contact tab. Leave unchecked if you’d like to stay on the current screen.

2.To add the complete Contact information:

a.Click the Contact tab.

b.Click the Add New Contact button. The Contact Add screen will be displayed.

 

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c.Enter the contact information.

d.Click the Save button at top left of the button row to save.

3.To add a Contact from the Account screen:

a.Click the Add New button. The drop-down list will display.

b.Click the Contact link. The Contact dialog window will display.

 

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c.Enter the Contact information.

d.Click OK to save and close.