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The Contact page has a number of tabs which group contact information together so that details are easy to view and edit if necessary.
Click on the tabs to display the information for that tab on the Contact page. The Tasks bar updates as you change tabs to show the tasks associated with the information on the tab.
(AE) To Do tab
The information shown in these tabs is entered during the client or contact creation.
Once you do work for a contact you need to change that contact into a client. See Changing contacts into clients.
Creating a new client/contact using the wizard (AO)
Creating a new client/contact/supplier using the wizard (AE)
Deleting a contact
Changing contacts into clients
Changing clients into contacts
Notes on the Main tab
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