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| − | [[File: | + | [[File:ScreenHunter_20 Sep. 25 14.00.jpg|left]] |
| + | ::::::::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