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Contact from Client
Contact from Client
Table of contents
Steps
Site Map for Clients/Contacts/Vendors
Full Site Map
Steps
Site Map for Clients/Contacts/Vendors
Full Site Map
Steps
Select the Client in the Client Explorer and click the [Create as Contact] button:
The Edit Contact form will open:
Make any edits and Save
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
Deleting Clients
Editing Clients
Contacts
Adding Contacts
Contact from Client
<– You are here
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
Full Site Map
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