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Most Contacts (aka Companies) include some sub-set of Company Contacts (people who work at that Company). Those are added within the Company Detail screen.

Adding Contacts to a Company Record

From the Company Details screen (Masters > Contacts and then either New or Edit an existing Contact),

  • Click New - the Contact Detail (Master) dialog opens

Master Contact dialog box showing new Contact Detail sub-contact dialog box

  • Enter the contact's information
  • Click OK to return to the Company Detail (Master) dialog
click here to view the previous article Adding Contacts (aka Companies) Importing Contacts click here to view the next article

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