How Do I Add Contacts?

See Also

Do the following to add contacts to EngineerOffice:

  1. Click Contacts on the navigation bar.

  2. Select New from the Action drop-down list on the Contacts button panel. An empty contacts record displays with tabs for entering Work and Home detail.

  3. On the Work tab, enter the client contact's name, company, job title and type.

  4. Select the Outlook check box to have this record synced to your Microsoft Outlook installation.

  5. Enter the contact's first address.

  6. Select the Billing check box to designate this as the Billing address. This address will display on all invoices for the client. When a client has multiple address tabs (for example, Work, Billing, Home), select this check box on the tab containing the address that should display on generated invoices.

  7. Specify contact information (that is, phone, mobile, email, etc.).

  8. Click Save when you have finished.