Add multiple Contacts to a Company - Navigation

Suggested Prior Reading

Navigating JobPlanner

Contacts - Overview

Contacts - Accessing the list of Contacts

Add a Contact

Add/Edit/View Contact (and Company) - Form Layout

Add New Company/Contact - Navigation

To add multiple contacts to an existing company

  1. From the Contacts List, right click on the Company to add the additional contacts to
  2. From the pop up menu option, select Edit Contact
  3. Scroll down to the Contacts (List) section
  4. Click the Add Contact button
  5. Enter the Contact Details (at minimum the contact name, the type and the email)
  6. Click the Add Contact button again
  7. A prompt appears indicating that the current contact is being edited and should that information be saved and a new contact added. Click Yes
  8. The current contact is saved and displayed in the contact list and the Contact Details is blanked out. Enter the new contact in the Contact details
  9. Either click Save, to save the Contact and exit the form or Click the Add Contact button again to add another contact.

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