Adding contact to the address book

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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 3 - Adding contacts to the address book

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

From the Main Window of CRM-Express click on Address book

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

The following dialog will be displayed. Type in the fields as required.

Note: The only field that is required is the surname field but we have typed in some more.

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