Fresh Projects

00:00: Contact details are important to enable you to build an ever-growing library of all

00:04: clients,

00:05: suppliers and peers.

00:07: Let's take a look at how this is done.

00:11: Click "Contacts" in the Main Menu

00:14: Click "New Company" to start adding a new profile.

00:19: Within the General tab, mark whether the contact you are trying to add is a Client,

00:23: Supplier or Peer.

00:27: Next, enter the known details of the entity.

00:31: Click "Save company" to save the new company information.

00:36: Click "Edit" to modify the company information.

00:40: Now, navigate to the People tab and click "New Person".

00:45: This will allow you to add specific individuals associated with the main client,

00:50: supplier or peer entered previously.

00:53: Fill in the known details of the relevant individual.

00:58: Click "Save person" to save the contact person's information.

01:03: Click "Save company" to finalise and save all company details.

01:09: You have now successfully added a new client and client contact into Fresh Projects.