MRSweb - Lesson 4.3 - Create a New Contact

Lesson 4

Chapter 3 - Create a New Contact 

Here's how to add a new company or individual:

i - As in the MRSware desktop client there is more than 1 way to add a new contact
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​​Desktop options

Option 1:
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1 - Click or tap on "Contacts" on the Menu bar or Menu list

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2 - Click or tap on the "Plus" sign on the bottom right of the page to open a New Contact form

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3 - The New Contact form opens

​4 - Fill out the form

5 - When finished, click or tap "Save"

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Option 2:

1 - Click or tap on the "3 dots" on the right of the Menu bar

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2 - Click or tap on "New Contacts" when the slidebar on the right opens to open the New Contact Form

3 - The New Contact form opens.

4 - Fill out the form

​5 - When finished, click or tap "Save"

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Mobile Options:
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Option 1:

​1 - Tap on "Contacts" on the Menu bar or from the Tab bar (bottom of the page)

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​2 - Tap on the "Plus" sign next to Companies to open a New Contact form.



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3 - Fill out the form

4 - When finished, tap the "checkmark" on the Menu bar (top of the page) to save the new contact
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Option 2:

When adding a new company with multiple branches or adding a list of contacts:

After completing the first New Contact form

Instead of tapping the "checkmark" to save the new contact
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1 - Tap the 3 dots to the far top right of the Menu bar on the New Contact form.
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​2 - Tap "Save and New" to save the just completed new contact and open a New Contact form.

3 - Fill out the form

4 - Tap the 3 dots to the far top right of the Menu bar on the New Contact form.

Repeat steps 2 and 3

Continue to add new companies or contacts 

When finished 

5 - Tap the "checkmark" to save the new contact  

Or

5 - Tap "Save" on the slidebar menu

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​Option 3:

When adding a new contact from a Review Company form:


1 - Tap on the 3 dots on the Menu bar on the Review Company form

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​2 - Tap on "New Contacts"

3 - Fill out the New Contact form

When finished

4 - Tap the "checkmark" to save the new contact

​​Or

4 - Tap "Save" on the slidebar menu

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