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Create Company Contact

Entering Contact Details (If Contact is a Company)


Step 1 – Click the “Company” radio button

Step 2 – Enter Company name in the name field

Step 3 – Enter all the details as per the Fields

Step 4 – Click the ADD button in the Contacts & Address Sub menu to create multiple addresses

Step 5- Click Save to create Contact

Creating Internal Notes

Step 1- Click Internal Notes Sub Menu

Step 2- You can give notes about the contact here

Creating Sales & Purchase

For Fill the contact type

Step 1- Click Sales & Purchase on the submenu

Step2- choose customer or vendor check box based on the contact type

Step 3- select the salesperson for Allot a Person to deal with the Customer

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