Difference between revisions of "Accounts/How to Add an Additional Contact"

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Revision as of 14:33, 20 December 2012

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1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.
2. Click on the account name for which you wish to add a new contact. The Account detail window displays.
3. Click on the New Contact button in the secondary Related Info section at the bottom of the screen. The New Contact dialog displays.
4. Enter the first and last name of the contact and any additional information.
5. Click on the Save Changes button to save your changes.