- From within AO click on the drop-down arrow underneath the Contacts icon.
- From the drop-down menu, choose New then click the type of contact you wish to create: Contact or Client. The Create Client/Contact wizard appears with the Main tab open by default.
Once you're familiar with the software, you'll find many different ways of accessing the Create Client/Contact Wizard. For example, you may choose to create a client/contact from the Find Clients / Find Contacts tabs or, by using keyboard shortcuts [Ctrl+O] for new contact and [Ctrl+L] for new client. |