How do I add a company?

A company can be added at the New Company screen. To access the New Company screen either click on add company from the NonClients pop-up window or add company from the NonClients sub-menu. For more detailed instructions about where to find these features, go to NonClients pop-up window or NonClients Sub-menu.

Once you have reached the New Company screen, input the company details into the fields (fields in red are required) and then press the green add icon located at the bottom of the screen to save the information.

How do I add a contact?

A contact can be added at the New Contact screen. To access the New Contact screen either click on add contact from the NonClients pop-up window or add contact from the NonClients sub-menu (this is the same path used to add a new company). For more detailed instructions about where to find these features, go to NonClients pop-up window or NonClients Sub-menu.

Once you have reached the New Contact screen, input the contact details into the fields (fields in red are required) and then press the green add icon located at the bottom of the screen to save the information.