How to add in a Contact

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.