Creating a Contact

Add customer contact information to your SmartOffice Anywhere database by creating a contact record. Creating a contact record for each of your clients is critical to helping you effec­tively communicate with a customer and track critical demographic and other data.

1. Do any of the following:

• On any screen size, select Contacts on the navigation menu.
• On large screens, select the Contacts button on your Dashboard.

1. Select the Add button .
2. Select Contact or Business to specify the type of contact your are creating.

1. Enter the contact’s name and other details.
2. Select Save.