From CommenceCRM-Help
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::::'''''Step-by-Step''''' | ::::'''''Step-by-Step''''' | ||
| + | ::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab. | ||
| + | ::::2. Click on the Contacts Tab in the Accounts Module action panel. | ||
| − | + | ::::3. Click on the “New Button” then the contact detail dialog appears, fill in the appropriate information. | |
| − | + | ::::4. Click on the “Save Changes” button to save your changes. | |
| − | + | ::::Note: You may also wish to create an “Account” titled “Personal Contacts”, for example, for easy access to miscellaneous personal contacts not associated with an account. Leave the address blank for the account and add all addresses to individual contacts in the Contacts Related View. | |
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| − | Note: You may also wish to create an “Account” titled “Personal Contacts”, for example, for easy access to miscellaneous personal contacts not associated with an account. Leave the address blank for the account and add all addresses to individual contacts in the Contacts Related View. | ||
Revision as of 16:50, 14 September 2012
- Step-by-Step
- 1. Go to the Accounts module screen by clicking on the “Accounts” module tab.
- 2. Click on the Contacts Tab in the Accounts Module action panel.
- 3. Click on the “New Button” then the contact detail dialog appears, fill in the appropriate information.
- 4. Click on the “Save Changes” button to save your changes.
- Note: You may also wish to create an “Account” titled “Personal Contacts”, for example, for easy access to miscellaneous personal contacts not associated with an account. Leave the address blank for the account and add all addresses to individual contacts in the Contacts Related View.