New Company Contact Record

Use the Contact Person to create a new Company Contact. You can start this from:

- Quick Tasks list on the Welcome screen

- select Company from Main Menu and then New contact item from the submenu

- select Company Contacts screen from the Company main menu

Contact Person

This step by step process will guide you with information collection. First input the Contacts first and last name and other fields describing the contact. Next, define the new contacts ways of communicating.

Setup the contact Med-Stop username and password.

Press the Finish button to create the contact.

Now, you can locate the new contact record on the Contact list, click on it and review and verify contact details.