Add Company
The first menu item you will see on the Clients sub-menu bar is the add company menu. Selecting this will take you to the New Company screen where the company details can be entered into the provided fields (fields with red labels are required fields and must be completed before a company can be added). Once you have completed the required fields along with any additionally desired fields, press the add button to complete the process. The company will now be added to you clients list where it can be viewed and edited. For additional details about the New Company screen, go to How to add a company.

Add Contact
The add contact menu item on the Clients sub-menu allows users to add new contacts to the TaBS system. Selecting this will take you to the New Contact screen where the contact details can be entered into the provided fields (fields with red labels are required). Once you have completed the required fields along with any additionally desired fields, press the add button to complete the process. The contact will now be added to you contacts tab within your clients list and it will also be visible in the contacts column within the clients display window. For additional details about the New Contact screen, go to How to add a contact