New Button

New Options

You can choose to new Contact "from Scratch", add an existing Contact, or import Contacts from Outlook.

Create as Client

This option will create a Contact based off of the Client.

Set as Primary

Once you've added a Contact or multiple Contacts, you can set one as the Primary Contact. The Primary Contact is added to SIX Projects automatically when a Client is selected for a Project.

5. When finished, click the [Save and Close] button.

Site Map for Clients/Contacts/Vendors

• Clients, Contacts, and Vendors
  • Clients      
    • Adding Clients
      • Client from Contact
      • How-To: Import Client(s) from Outlook
      • How-To: Import Client(s) from QuickBooks
      • New Button      <– You are here
    • Deleting Clients
    • Editing Clients
  • Contacts
    • Adding Contacts
      • Contact from Client
      • How-To: Import Contact(s) from Outlook
      • New Button
    • Contact Groups
    • Deleting Contacts
    • Editing Contacts
  • Vendors
    • Adding Vendors
      • How-To: Import Vendor(s) from Outlook
      • How-To: Import Vendor(s) from QuickBooks
      • New Button
    • Deleting Vendors
    • Editing Vendors