Create a contact
Add a contact for each person you deal with at a Business account. The quickest way is from the account itself, which fills the account and address in for you.
Before you start
Section titled “Before you start”You need Contact Add and Edit, Account List and User List. A Personal account already has its one contact; do not add another.
- Open the account and select New contact on its Contacts tab — or select Contacts in the sidebar, then New contact.
- Under Details, enter the Name and check the Account and Contact Owner. Add the Salutation and Title if you use them.
- Under Reach, enter the Email, Phone, Mobile and Fax you have.
- Check the Mailing address. Starting from an account, it is copied from the account’s billing address.
- Fill in any Personal details you need, and required fields under Additional information.
- Add a Remark if it helps.
- Select Create contact.
What happens next
Section titled “What happens next”easySales creates the contact under the account and opens it. You can now address quotations and invoices to this person and record activities with them.
Rules to know
Section titled “Rules to know”- Name, Account and Contact Owner are always required. Your company may require more.
- A Duplicate Alert may appear while you type the name, email or phone. Read it before you save — see Duplicate alerts.
- Email, phone and address are checked for length only, not format. Type them carefully.