Add a Contact

Suggested Prior Reading

Navigating JobPlanner

Contacts - Overview

Project Contacts - Overview

Contacts – Accessing the list of Contacts

Steps to Add a Contact

  1. From the Global Menu options, click Contacts to navigate to the Contacts List.
  1. Click the New Contact button
  1. The View/Add/Edit Contact form appears.

Next Steps 

See View/Add/Edit Contact - Form Layout

See View/Add/Edit Contact - Company Details

See View/Add/Edit Contact - Contacts (list)

See View/Add/Edit Contact - Contacts Details

See View/Add/Edit Contact - User Details


How did we do?


Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)