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Adding Contacts |
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To add a contact to the contact view follow the steps below
1. Select the button New Contact.
2. The following message will appear.
3. The following screen will appear into which the contact details are to be added.
4. If additional details relating to the Address, Contact Information and Mailing Lists are to be added click on the plus sign
5. The Fund Mailing Info allows the contact to receive emails not only relating to a particular fund but also based on their status in that fund.
6. Click on the Update New Contact to create the contact. On successfully adding the contact the following message will appear. |