Setting up Contacts

Contacts are the people associated with a company.

1. To add a new contact click the Create New button.

Main Contact        If this person is the main contact person for this company, check the box.

Status        Leave Active.

First Name/Last        Enter the first and last names of the contact person.

Short Name        This is system assigned.

Title        Enter the person's title at their company.

Address info        The company address information will default.  You may change it if it is different.

Communication        Using the drop down, select the appropriate communication methods for this person.  Options include; phone, email, and fax.  These may be modified as part of setup.

       Enter the appropriate information based upon the communication method selected.

Click the save icon and click Company to return to the Company information form.