Creating and Editing Contacts

Accessed from the main Contacts window, the New screen allows you to add new contacts, and enter all their information.
Contacts can also be created using the Add option in the Search, Recent, or Favorites screens.

Using the New Contact Form window, information relating to the new contact can be added to the Contact Details, Transactional Notes, and Marketing Preferences tabs as required.

Once the relevant information is entered and saved, the contact will be available for selection or editing.

There will be small crosses next to any required fields (these will need to be completed before any Save actions are possible).

Once the initial creation of a contact is complete, you can then edit the contact to add a great deal more detail if required.