From CommenceCRM-Help
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::::::::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. | ||
Revision as of 10:14, 25 September 2012
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.
- 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.
- 3. When the account detail dialog appears, click on the “New Contact” button in the secondary window called Related Info.
- 4. When the “New Contact” dialog appears, fill in available information regarding the new contact in the available spaces.
- 5. Click on the “Save Changes” button to save your changes.
- 6. All contacts are listed at the bottom of the detail dialog as “Related Information.”