Adding Companies
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The video guide may take 5-10 seconds to load. If you are unable to view the video please refer to the text guide below or contact our support team.To Add a new Company:
- Click 'CONTACTS Manager' on the left nav bar.
- Click 'New Company', a new pop-up window will open.
- Use the drop-down boxes to select the 'Category', for details on adding a new category refer to this article.
- Use the drop-down boxes to select the 'Company Type' from 'Client', 'Contractor', 'Internal Staff' or 'Other'.
- Use the text boxes to enter Company information, 'Company Name' is a mandatory field, all other fields are optional.
- Click 'SAVE'.
