Adding contact to the address book

Quick Tips	Tutorials
How to upgrade to a new CRM-Express version? How do I setup CRM-Express for simultaneous users? How do I add product images to Quotes, Orders and Invoices? How do I search in CRM-Express? How do I setup multiple calendar views? How do I assign a user name and password to an address book? How do I setup a new view in CRM-Express? At a glance view	Creating the address book Setting up the address book options Adding contacts to the address book Adding user defined fields to the address book Creating and adding products Creating and adding products - Continued Setup Email for invoicing Setting up invoice layout Creating and emailing pdf invoice Receiving and allocating payments

Tutorial 2 - Setting up the address book options

In this lesson we will be setting up options that influence how our address book behaves. All the settings are done with one dialog.

From the Setup Advisor, click on Setup your Company Information

( You can also reach this from Tools/Global Options)

There are now a few screens to complete

1. My Record

This contains personal information about yourself which is used on invoices etc.

Fill in the details and click on Defaults on the left which will open default information like phone formats, etc.

Fill in the details and click on Operation on the left which will open the page on how CRM- Express should perform when doing certain operation

Fill in the details and click on Tax and Currency on the left which will open the next page.

Continue with the rest of the options on the left until all your details has been set up