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How to add a new contact

To add a new contact

  1. Click Contacts from the left side menu, 
  2. Click +ADD button from right top corner, 
  3. Choose private individual or organisation and click confirm,
  4. Fill out the name and click Save,
  5. Add other information by clicking the Pencil icon on top right corner of editable fields.

To add a contact to an organisation

  1. Open the organisation's factsheet from the Contacts view,
  2. Select Contacts tab from navigation bar under main title,
  3. Click Add new button,
  4. Fill out the first and last name,
  5. Click Save,
  6. Add other information by clicking the Pencil icon on top right corner of editable field.

 

 

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