Add a Commercial Info Screen

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Customers or Prospects.
3. Select the desired customer or prospect in the list.
4. Click the Commercial Info List button in the button bar.
5. Click the Add button below the button bar.
6. Enter the desired information on the New Commercial Info Detail screen and click OK. Click here for more information on filling out these fields.
7. Click Yes to revise the record.