Accounts/How to Add an Additional Contact - Revision history

J.collier at 19:25, 7 June 2013

2013-06-07T19:25:44Z

2012-12-20T14:33:47Z

2012-11-19T15:34:19Z

2012-09-25T10:14:00Z

2012-09-25T10:13:08Z

2012-09-14T16:40:33Z

2012-09-14T16:39:13Z

2012-09-14T16:38:22Z

2012-09-14T16:37:00Z

2012-09-14T16:36:33Z

← Older revision		Revision as of 19:25, 7 June 2013
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	::::::::5. Click on the '''Save Changes''' button to save your changes.		::::::::5. Click on the '''Save Changes''' button to save your changes.
		+
		+
		+	Return to [[Accounts]]

@@ Line 1: / Line 1: @@
 [[File:ScreenHunter_20 Sep. 25 14.00.jpg|left]]
-::::::::1.	Go to the Accounts module screen by clicking on the “Accounts” module tab.
+::::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
-::::::::3.	When the account detail dialog appears, click on the “New Contact” button in the secondary window called Related Info.
+::::::::2. Click on the account name for which you wish to add a new contact. ''The Account detail window displays.''
-::::::::4.	When the “New Contact” dialog appears, fill in available information regarding the new contact in the available spaces.
+::::::::3. Click on the '''New Contact''' button in the secondary Related Info section at the bottom of the screen. The '''New Contact''' dialog displays.
-::::::::5.	Click on the “Save Changes” button to save your changes.
+::::::::4. Enter the first and last name of the contact and any additional information.
-::::::::6.	All contacts are listed at the bottom of the detail dialog as “Related Information.”
+::::::::5. Click on the '''Save Changes''' button to save your changes.

← Older revision		Revision as of 10:14, 25 September 2012
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−	[[File:ScreenHunter_20 Sep. 25 14.00\|left]]	+	[[File:ScreenHunter_20 Sep. 25 14.00.jpg\|left]]
	::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.		::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.

← Older revision		Revision as of 10:13, 25 September 2012
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		+	Click on the account listing for which you wish to add a con-tact. When the detail information dialog appears, click on the “New Contact” button, When the “New Contact” dialog appears, enter available information in the fields provided.

−	[[File:image004.gif]]Click on the account listing for which you wish to add a con-tact. When the detail information dialog appears, click on the “New Contact” button, When the “New Contact” dialog appears, enter available information in the fields provided.


−	~~::::::'''''Step-by-Step'''''~~	+	[[File:ScreenHunter_20 Sep. 25 14.00\|left]]
−
−	[[File:~~image088~~.~~gif~~\|left]]
	::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.		::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.

@@ Line 6: / Line 6: @@
 [[File:image088.gif|left]]
-:::::::1.	Go to the Accounts module screen by clicking on the “Accounts” module tab.
+::::::::1.	Go to the Accounts module screen by clicking on the “Accounts” module tab.
-.	Click on the account name for which you wish to add a new contact.
+::::::::2.	Click on the account name for which you wish to add a new contact.
-.	When the account detail dialog appears, click on the “New Contact” button in the secondary window called Related Info.
+::::::::3.	When the account detail dialog appears, click on the “New Contact” button in the secondary window called Related Info.
-.	When the “New Contact” dialog appears, fill in available information regarding the new contact in the available spaces.
+::::::::4.	When the “New Contact” dialog appears, fill in available information regarding the new contact in the available spaces.
-.	Click on the “Save Changes” button to save your changes.
+::::::::5.	Click on the “Save Changes” button to save your changes.
-.	All contacts are listed at the bottom of the detail dialog as “Related Information.”
+::::::::6.	All contacts are listed at the bottom of the detail dialog as “Related Information.”

← Older revision	Revision as of 14:33, 20 December 2012
(No difference)

@@ Line 3: / Line 3: @@
-'''''Step-by-Step'''''
+::::::'''''Step-by-Step'''''
 [[File:image088.gif|left]]
-[[File:image088.gif|left]]1.	Go to the Accounts module screen by clicking on the “Accounts” module tab.
+::::::::1.	Go to the Accounts module screen by clicking on the “Accounts” module tab.
 .	Click on the account name for which you wish to add a new contact.

← Older revision		Revision as of 16:37, 14 September 2012
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−	[[File:image088.gif]\|left]]1. Go to the Accounts module screen by clicking on the “Accounts” module tab.	+	[[File:image088.gif\|left]]1. Go to the Accounts module screen by clicking on the “Accounts” module tab.

	2. Click on the account name for which you wish to add a new contact.		2. Click on the account name for which you wish to add a new contact.