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Creating Contacts

Contacts are the people you do business with. A contact can be an individual, or affiliated with an organization.

To create a new contact:

  1. In the Header Column, click the Clients tab and select Add Client or Add Company.
  2. In the left Navigational Column, Click the New button.
  3. Fill in the required information in the fields provided.
  4. Click the Save button.

 

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