Add a Contact

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select the desired entity type.
3. Select the entity for whom you want to add contact information.
4. Click the Contact List button in the button bar.
5. Click the Add button below the button bar.
6. Click Yes if you wish to default the address from the main entity screen into the new screen.
7. Enter the desired information on the New Contact Detail screen and click OK. See Contact Detail for more information on filling out the fields on this screen.
8. Click Yes to revise the record. The new contact now displays in the Contact List.