How to Add Contacts
The Transaction Tracker allows you to add & store contact information for prospects, customers, and vendors. Below are simple instructions on how to add contact information to the transaction tracker. We recommend that you take a few moments to familiarize yourself with the layout and the available functionality of the application.
Adding contact information:
- Select My Contacts.
- Click Add New Contact.
- Complete the new contact form.
- Select Show in Transactions to allow this contact to be selected in the entry of a transaction. If this option is not checked, then this contact cannot be used in entry of a transaction. Multiple contacts in the same company will generally have the “Show in Transactions” option turned off so that the company shows up in the list only once.
- Click Save.