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Adding Clients Manually

To create a new client manually - 1

Select the menu item File > New Client -> Add New Client.

To create a new client manually - 2

  1. Click Add Client in the toolbar.
    A menu will popup.
  2. Select Add New Client.

To create a new supplier manually

Select the menu item File > New Supplier -> Add New Supplier.

Another way to create a contact

  1. Select Contacts from the left source list.
  2. In the tab above the clients/suppliers list
    • Select the Clients tab if you want to add a new client.
    • Select the Suppliers tab if you want to add a new supplier.
  3. Click the plus (+) button under the clients/suppliers list.
    A menu will popup.
  4. Select Add New Client/Add New Supplier.
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