1) To add new contact person to a client, click on “Quick Create” button and select “Contact” as shown below:
2) A pop-up form will be displayed as shown below:
3) Fill in all required information in the form to add a new contact person.
4) To make changes, click “Save Changes”.
5) To cancel, click “Cancel”.
6) Information field with (*) is mandatory information to be filled.
7) Empty information field will cause failure for user to apply changes.
8) A success message will pop-up on top right to show that new contact has been successfully created as shown below:
