Adding a New Main Contact
- Select the New Customer or Supplier quick action button from the home screen.
- Choose whether to create a Supplier or Customer (select both if applicable) and input the customer details.
- If you would like to add an alternate contact to the main contact, click More Details and choose the Add Alternate Person button to enter their details.
- You can also add an Invoicing Contact and Registered Company Address from their respective tabs at the top.
- Press Save to store the details you’ve entered.