3. Or you may click the View All Contacts link and click Add Contact in the opened window.
The Add/Edit Contact window will open. This window allows designating the properties of the new contact. It contains:
Allows storing the names and addresses of your contacts in this list. You need to add each address that you will bill or ship to to this list. Once you have added all the addresses, you can link certain bill to and ship to addresses.
Red markings
indicate fields which must be filled in properly before the
contact may be saved.
Fill in the Business Details: Name, Initials, Address, City, Zip Code,
Country, State/Region, Category, Office Phone, Office Fax & Web
Page.
Category selection
Press the 
button
to select a category for
the contact. The next window will open.
Shipping Address
To use the same address as in the Mailing address, check the "Same as Mailing Address" box.
To use different
address, remove the tick mark from the field and then fill in the details: Address, City, Zip Code, Country,
State/Region.
Billing Address
To use the same address as in the Mailing address, check the "Same as Mailing Address" box .
To use different address, remove the tick mark from the field and then fill in the details: Address, City, Zip Code, Country, State/Region.
.
This tab is used
to set additional contacts details. It also allows adding Alias to the
contact.
Contact details
Fill in the Contact Details: Contact Name, Profession, Department, Title, Office, Birthday, Assistant Name, Manager Name, Mobile Phone and Contact Email address.
Aliases (Assumed Names)
To
add an alias to a contact, first click the 
button
located at the bottom of the window.
The Add/Edit Alias window will open.
This window allows
designating the properties of the new alias being added to the contact.
Red markings indicate mandatory fields that must be filled in properly before the alias can be saved.
Fill in the Alias Details: Name, Initials, Contact Name, Address, City, Zip Code, Country, State/Region, Office Phone, Mobile Phone, and Office Fax Number.
To
set as the Default
Name, check the
Default
The Add/Edit Contact window will now include new aliases.
Click the following link to learn how to add new Price List.
After saving the Add/Edit Contact page, the new contact will be added to the Contacts window where it will receive a new counter.
For additional
information, go to the following links: