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Create new contact

By Joshua waldman

Updated 2 months ago

Sometimes, when working on a screen, the contact needed has not been created. This is how to fix that.

  • Click "Create new" from the bottom of the select menu
  • A new screen will pop up
  1. Select whether your customer is a Company or an Individual at the top of the screen
  2. If you want to be able to email invoices it helps to enter an Email address in the record. 
  3. Note: there are some additional fields available: (a-b provide additional information; c-f allow defaults to be set up which apply specifically to that customer)
    a. Contact number
    b. Fax 
    c. Payment Terms
    d. Currency
    e. Language 
    f. Email attachment delivery mode 
  • Save contact


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