Adding Contacts

Click the Modules icon and select Contacts.

On the top right corner, click the three dots and select New Contact.

Enter the company name, check the box if creating a contact for a vendor.

Select appropriate categories (you can select multiple categories).

If the needed category isn’t listed, click New Category.

Enter necessary details related to the contact. Once done, click Submit.

You will now see the details of the new contact you created.

Under the Contacts for this Company tab, Click the New Contact in the top right corner of the screen.