How do I create a contact record?

To create a contact record, click the Add New Contact button in the sidebar of any Batchbook page, and follow the directions below.

1. Click either the Person or Company radio button.

2. Enter the information you wish to capture (only first name / company name are required).

3. To add more detailed information--like fax, website, and addresses--click Add more information.

4. Click the Save button to save changes and create the new record.

A full-add contact form can be accessed via the main Contacts tab by clicking the appropriate green add (+) button at the top of the contacts list, depending on whether you want to add a company record or a record for an individual person.

Also, take a look at the sections about Importing and Exporting Data, Logging Communications, and Adding To-Dos.