Click on left side Menu List → Click on Contacts→ by default Companies tab is displayed → Click on +Company button.
1.1.1.Steps to Add New Group
Click on left side Menu List → Click on Contacts → Click on Groups tab→ Click on +Group button.
To create new group:
Click on +Group icon, Form will be displayed as per below image.
Enter all required details. 1.Group: Enter the Group name. 2.Type: Select Type using dropdown. 3.Category: Select Category using dropdown. 4.Group Code (E.g- de,cg): Enter the Group code. 5.Date of Establishment: Select Date. 6.Sub Category: Enter the Sub Category. 7.Email: Enter the Email id. 8.Landline: Enter the Landline no. 9.PAN No: Enter the PAN no. 10.GST No: Enter the GST no. 11.Owner: Enter the Owner. 12.Website: Enter the Website. 13.Tags: Enter the Tags
After that click on Address tab:
Enter Address 1, Country 1, Zipcode 1
Enter Address 2, Country 2, Zipcode 2
Enter Address 3, Country 3, Zipcode 3
Enter all the details. and Click on Submit button.
To edit or view record, it will displayed image as shown below:
For edit info tab form will get open as per the below image.
Enter all required details.
For edit address tab form will get open as per the below image.
Enter all required details.
After filling all the mandatory fields click on the Update button. On click of submit, the contact will be added successfully.
For view group tab form will get open as per the below image.
1.1.2.Steps to Add New Company
Click on left side Menu List → Click on Contacts → Click on Companies tab→ Click on +Company button.
For Default tab form will open as per the below image.
After clicking on the +Company form it will get open as per the below image.
While Adding Company, we need to fill all mandatory fields. 1.Name: Enter the Company name. 2.Group: Select Group using the dropdown. 3.Company Type: Select Business Type. 4.Category: Select Category using dropdown. 5.Email: Enter the Email id. 6.Mobile: Enter the Mobile no. 7.PAN No: Enter the PAN no. 8.GST No: Enter the GST no. 9.Alternate Email: Enter the Alternate Email id. 10.Phone: Enter the Phone no. 11.Website: Enter the Website. 12.Fax: Enter the Fax. 13.Owner: Enter the owner. 14.Demography: Select Demography using dropdown. 15.Tags: Enter the Tags. 16.Remarks: Enter the Remarks. 17.Client CRN:Enter the CRN no.
After filling all the mandatory fields click on the Submit button. On click of submit, the company will be added successfully.
Added company is displayed in Reports as shown in the below image.
On click of the View icon, users can view company details.
On click of the Edit icon, users can edit company details.
On click of the Edit Company icon,users can edit company details.
Edit Company form will get open as per the below image
After filling all the mandatory fields click on the Update button. On click of submit, the contact will be added successfully.
For view company tab form will get open as per the below image.
1.1.3.Steps to Add Contact
Click on left side Menu List → Click on Contacts → Click on Contact → Click on +Contact button 1.Name: Enter the Contact name. 2.Client/Company: Select company using dropdown. 3.Designation: Select Designation using dropdown. 4.Mobile: Enter the Mobile no. 5.Email: Enter the Email id. 6.Gender: Select Gender using dropdown. 7.Alternate Email: Enter the Alternate email id. 8.Date of Birth: Select Date of Birth. 9.DOB: Enter the DOB. 10.Remarks: Enter the Remarks.
After filling all the mandatory fields click on the Submit button, Database will be updated successfully.
Click on the Address tab form will open as per the below image. 1.Address: Enter the Address. 2.Street: Enter the Street. 3.City: Enter the City. 4.State: Enter the State. 5.Zincode: Enter the Zincode. 6.Country: Select Country using dropdown.
After filling all the mandatory fields click on the Submit button. On click of submit, the contact will be added successfully.
Added contact is displayed in Reports as shown in the below image.
On click of the View icon, users can view contact details.
On click of the Edit icon, users can edit contact details.
For Edit info tab form will get open as per the below image.
Enter all required details.
For Edit address tab form will get open as per the below image.
Enter all required details.
After filling all the mandatory fields click on the Update button. On click of submit, the contact will be added successfully.
For view contact tab form will get open as per the below image.
