Difference between revisions of "Accounts/How to Add an Additional Contact"
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(Created page with " 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...") |
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| + | ::::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.'' | ||
| − | + | ::::::::2. Click on the account name for which you wish to add a new contact. ''The Account detail window displays.'' | |
| + | ::::::::3. Click on the '''New Contact''' button in the secondary Related Info section at the bottom of the screen. The '''New Contact''' dialog displays. | ||
| − | + | ::::::::4. Enter the first and last name of the contact and any additional information. | |
| − | + | ::::::::5. Click on the '''Save Changes''' button to save your changes. | |
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| − | + | Return to [[Accounts]] | |
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Latest revision as of 19:25, 7 June 2013
- 1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.
- 2. Click on the account name for which you wish to add a new contact. The Account detail window displays.
- 3. Click on the New Contact button in the secondary Related Info section at the bottom of the screen. The New Contact dialog displays.
- 4. Enter the first and last name of the contact and any additional information.
- 5. Click on the Save Changes button to save your changes.
Return to Accounts