Creating new contacts

For create a new contact you need to go to the “Contacts” tab (1) and click “New contact” button (2).

In the “New contact” window you can set “Company name” (3), “Tax number” (4) and “Description” (5).

After fill all required fields, you have two options to save information:

  • Save and close (6)

  • Save and Go to members (7)

When you choose first one option, window will be closed and information about newly created “Contact” will appeared in the table.

If you choose second option, new window where you can add new members to this contact, will be displayed. It is more described in Edit Members section.

Feel free to tell us what topic should be covered: contactsmanager@psc-software.atlassian.net