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Companies and Contacts

By K. Romeo — August 21, 2025

Companies and Contacts

 

  1. Companies and Contacts are the basic building blocks of any organization.
  2. To Add Companies to your database
  3. On the Main Menu navigate to Customer or Supplier
  4. On the drop down, select New Customer/New Contact
  5. This will bring up the list page with the existing Companies/Contacts in the database listed
  6. Click on New Company or New Contact button to procced.

 

Further Reading: Adding a New Company and Adding a New Contact

 

 

 

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