Creating Contacts & Searching For Contacts

Creating Contacts and Searching for Contacts

This User Guide covers how to add a new Contact and how to find a Contact to the system.


Go to Contacts>Actions click the Add Contact icon.

Click the Type drop down and select the type of contact to add in.

Then add all the details you have for the new contact. 


Don’t forget to click the Position tab and fill on the requirements.

Click Save.

To find the contacts which you have added in

Click on the  Contacts Tab and look for

Enter the name of the Contact you are looking for.

TIP- Click the down arrow to include your Archived Contacts



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