From CommenceCRM-Help
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| − | + | :::::::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. | ||
Revision as of 16:39, 14 September 2012
File:Image004.gifClick 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
- 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.”