Add Contact

To add a new contact :

  1. Select Contact from the sidebar menu. 

  2. Select New Contact.

  3. Complete the form. The Business Name field is mandatory. The Contact Details and Address Details fields are optional but completing them now will save you time later if you’d like to send emails and documents to your contacts.

4. Select Add Contact and your new contact will appear under the All Contacts tab.

 Edit Contact

To edit a contact:

  1. On your Contacts page, click on the name of the contact you’d like to edit.

  2. Select the button with the pen symbol in the top right of the tab.

  3. When you have finished editing, select Save to accept your changes. 

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