Adding personal contact info

Add a customer and fill in general information.
  1. Click the Contacts tab.
  2. Click in the Communications section.
  3. Select a type of communication from the drop-down menu as configured in the Configuration menu, for example Telephone.
  4. Fill in a value for the type of communication, for example a telephone number.
  5. Click outside of the field to add the value.
    Tip: Click to delete the line.
  6. Click in the task bar to save any changes.
Next, you can add bank data.