Adding Branch Contacts

There are two ways of adding Branch contacts. You can create a new Contact record from the Quantum VS Home page - see Creating A Contact Record.

Alternatively, you may create a new Branch contact record from within the Branch record. To do this:

1.      Find and open the Branch record for the required branch. See Finding Branch Records.

2.      Click the Branch Contacts tab. See Contacts Tab: Viewing Branch Contacts.

3.      Click Create New Contact on the Toolbar - Sub Menu.

4.      A New Contact record displays:

Enter the details for the new Branch contact.

5.      Click Save on the Toolbar - Sub Menu to save the new record.

The New Contact record is closed. The new contact will be displayed in the Contacts tab of the Branch record.

See also: Creating A Contact Record.

NEXT: Tasks Tab: Viewing Branch Tasks