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Create a New Contact
To create a new contact select the contact icon (teal ID card) from the top menu bar.
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Not only does the contacts section of the module serve as a complete contacts and client database, but it can also be used for the firm’s marketing purposes.
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Name
Once in the create contact screen, fill in the details as appropriate.
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The Accounting System Name is the name that will appear in the Customer Name field in your external accounting software. For individuals it is recommended that the accounting system name be formatted last name, first name.
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Note: If you try to change this name after the contact has been posted to the External Accounting System, you will get a warning message to remind you to change the name in the External System as well. By accepting this message, you agree that you have updated the contact in the External System and understand that your name will be recorded against this change.
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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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For a company the additional details section has the following fields:
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Custom Fields
Custom Fields are fields that can be used to record additional information about a contact.
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ACN - Australian Company Number
Safe Custody
Please read more about Safe Custody at Safe Custody