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

Revision as of 15:34, 19 November 2012

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.

@@ Line 1: / Line 1: @@
-Click on the account listing for which you wish to add a con-tact.  When the detail information dialog appears, click on the “New Contact” button, When the “New Contact” dialog appears, enter available information in the fields provided.
 [[File:ScreenHunter_20 Sep. 25 14.00.jpg|left]]
-::::::::1.	Go to the Accounts module screen by clicking on the “Accounts” module tab.
+::::::::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.
-::::::::3.	When the account detail dialog appears, click on the “New Contact” button in the secondary window called Related Info.
+::::::::2. Click on the account name for which you wish to add a new contact. ''The Account detail window displays.''
-::::::::4.	When the “New Contact” dialog appears, fill in available information regarding the new contact in the available spaces.
+::::::::3. Click on the '''New Contact''' button in the secondary Related Info section at the bottom of the screen. The '''New Contact''' dialog displays.
-::::::::5.	Click on the “Save Changes” button to save your changes.
+::::::::4. Enter the first and last name of the contact and any additional information.
-::::::::6.	All contacts are listed at the bottom of the detail dialog as “Related Information.”
+::::::::5. Click on the '''Save Changes''' button to save your changes.