Tutorial 3 - Adding contacts to the address book

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Tutorial 3 - Adding contacts to the address book
 

 

In this lesson we will start to enter our first contacts into the address book.


1. From the Main Window of CRM-Express click ont he  Address book tab


2. The address book will then open. Click on the New button to create a new contact.




3. The following dialog will be displayed. Type in the fields as required. Note: The only field that is required is the surname.


4. Click on OK when completed and the contact is added to the address book