Contacts can be added by following the below steps:
Go to 'Admin' > 'Practice' > 'Contact' > '+'. See below:
The below dialogue box will then appear. You will then need to enter the following:
- The Contact Type from the drop-down box. (If the contact type does not appear on the list that you require contact types can be added by following the How to add a Contact Type article)
- The Contact Status.
- Their Title
- Their Name
- The Company
- Company Address
- Contact information.
- Communication Preferences.
Simply select 'Save' and the contact will be added.