Contact details are important to enable you to build an ever-growing library of all clients, suppliers and peers. Let's take a look at how this is done.
- To begin, click the Contacts menu.
- In the Companies tab, click +New Contact to create a profile of a new client, supplier or peer.
- Within the General tab, mark whether the contact you are trying to add is a Client, Supplier or Peer.
- Next, enter the known details of the entity.
- Now, navigate to the Contacts tab and click +New Contact. This will allow you to add specific individuals associated with the main client, supplier or peer entered previously.
- Fill in the known details of the relevant individual and click Done.
- If you have integrated your Fresh Projects profile with Xero, please see the following guide on how to link the contact.
- Lastly, Save your new entry before exiting.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!