How can you add a New Contact?

1. Click on the Contacts tab present on the nap bar.

2 - Click on the "Add Contact" button to add a new contact.

3 - If you wish to add a client/company, click the person/company button & fill in the details in the new contact form, and click save.

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• How to add an email log for a contact?

  1 - Click on the Contacts tab present on the nap bar. 2 - Select contact you want to add an email log for. 3 - A window will open, then click on communications, Then click on "new message log" 4 - Click on “New Message Log” button. 5 - A new Add Log ...

• How to add a phone log for a contact?

  1. Click on the Contacts tab present on the nap bar. 2 - Click on the contact you want to add a phone log for. 3 - Select the Communication tab and then click on the "New Message Log" button. 4 - A new "Add Log" form will open. Select the “Phone“ ...

• How to add a task under a contact?

  1. Click on the Contacts tab present on the nap bar. 2 - Select a Contact in which you want to add a task. 3 - Select Task tab and click on the New Task button. 4 - A window will open. Fill in the task details, and click the Save button.

• How can I add a Contact Photo?

  1. Click on the Contacts tab present on the nap bar. 2. Click on the contact for which you want to add the photo. 3. Click on the photo icon and upload your contact photo.

• How to delete a task under contact?

  1. Click on the Contacts tab present on the nap bar. 2 - Under the contact tab, click on the contact you want to delete the task for. 3 - A new window will open, go to Tasks tab. Click on the 3 dots icon 4 - On clicking 3 dots a trash icon appear ...