Contacts

Add a Contact is the first step in the Quick Start process. Contacts must be added first because all projects must be associated with an existing contact. After completing this step, go to Create a project.

Add a Contact

To add a contact, click Create Contact from the Contact List (the first page you see when you log in) to open the Create Contact form.

Complete the form and click Add Contact to add the contact to your contact list.

 

 

Edit a Contact

To edit a contact, locate the contact in the Contact List, then either click on the contact's name or click the More icon and select View Contact to open the Contact Details page.

On the Contact Details page, click Edit Details to open the Edit Contact form.

Complete the form and click Update Contact to update the contact in your contact list.

 

Updated November 16, 2023 16:38