How To Add a New Contact

To add employees or staff for a company using the Contact form, follow these steps:

Adding New Contact - General

1. Click on Organization and select Contacts.

2. Click on New Contact.

3. Add employee contact information:

   • In the General tab, specify the company to which the person belongs. You can type the first few letters of the client’s name to search for the saved client.

   • Add other details for the new contact. For a list of details and their meanings, refer to the documentation [link to each field in the contact form].

4. Click Save to save changes.

A new contact will be added to your contact list. You can revisit this list whenever you need to add a new contact or make changes.