Adding a New Contact
To create a contact record, click the Add New Contact button in the sidebar of any Batchbook page, and follow the directions below:
Quick Add a new contact
Click either the Person or Company radio button. Enter the information you wish to capture (only first name / company name are required). To add more detailed information--like fax, website, and addresses--click Add more information. Click the Save button to save changes and create the new record.
Add a Contact from the Contacts Tab
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.
NOTE: When you enter a new Individual contact and fill in the Company field for that individual, Batchbook automagically creates a new Company contact record for you (just name, no other info).
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