Add a contact

To add a contact to an existing account, locate the account then select Contacts menu, then Details.

Click on Add to open the Add contact wizard.

Enter the below information:

Add Contact

• Contact relationship type
• First name and last name
• Email address
• Date of birth

 

Add and Address

• Address type
• Address details

Add Phone Number

• Type of phone number
• STD code
• Phone number

Add Identification

Forms of identification that can be added are driver's license, passport, ABN, ACN, Medicare card, or birth certificate.  This is used for future credit checking or customer identification.

Click on Save.