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From the contact page, select the 'New Contact' button.

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The quickest and easiest way to create a contact is to tab through the text fields, entering all the available information.  

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Contacts may have multiple addresses, including Mailing AddressPostal, Billing Address , Business and Home Address.

For additional address addresses select the 'New Address' button. Alternately clicking on the Postal heading will create a drop down menu with a list of alternative address optionsImage Removed

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When creating a 'New Address' : Select 'New Address' as shown above. 

Click 'Select' and a drop down menu will appear. Select the appropriate address type.

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Custom Fields are fields that can be used to record additional information about a contact. Custom fields can be edited by going

To edit these custom fields go to Settings -> Appliance Settings -> Contacts Tab -> Custom Fields. 

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By changing the labels in this section, the new contacts page will default to showing these customised fields under the 'Additional Details' tab. KEY? The custom fields can be useful for recording information which may be useful to your specific firm, or for specific matters.  

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