CREATE ACCOUNT
When you start engaging with a new provider or organisation.
1. Go to Accounts tab.
2. Click New.
3. Select the type of Account you want to create.
4. Click Next.
5. Complete the details.
6. Click Save.
Remember, mandatory fields are marked with a red asterisk and must be completed before saving.
You have created a new Account.
EDIT ACCOUNT
Accounts can be edited anytime. It’s important to keep them up-to-date.
1. Open Account and click Edit.
2. Make your updates.
3. Click Save.
You have edited the Account. It’s now fully up-to-date.
CREATE CONTACT
Contacts always belong to Accounts. Search or set up the Account first, then add the Contact from the Account.
1. Search the Account that this Contact belongs to and open the record.
2. Go to the Related tab
3. In the Contact related list, click New.
4. Select the type of Contact you want to create.
5. Click Next.
6. Complete the details.
Remember, mandatory fields are marked with a red asterisk and must be completed before saving.
7. Click Save.
8. A new Contact has now been added to the Contact related list.You can click on the hyperlink to view the full Contact record.
You have created a new Contact for this Account.
EDIT CONTACT
Contacts can be edited anytime. It’s important to keep them up-to-date.
1. Open Contact and click Edit.
2. Make your updates.
3. Click Save.
You have edited the Contact. It’s now fully up-to-date.