(06.24.01-00) Add Contacts to a Company
Each company should at least contain a single contact to save the company. You can add multiple contacts and designate any contact as primary.
After adding the company details in the 'General info' tab, click Contacts tab.
Click Add Contact button.
Add/Edit Contact window displays.
Enter the contact details in the respective fields.
'First Name', 'Street', and 'City' are mandatory fields to save a contact.
By default, address details are auto populated from the main address. However, you can change it further, if required.
Click the 'Primary' toggle button to set the created contact as primary for the company.
Figure 1.0: Contacts tab
After adding the contact details, click OK button to save it (see figure below).
You have completed adding contacts for the company as well!!
The tab at the top of the window shows the company name.
The asterisk symbol indicates that the changes are not saved yet as shown in Figure below
Now, it's time to save the company details.
To save the Company, Click the Save button at the top right corner as shown below.
Figure 1.1: Save the Company