v7 FreeBalance Help

Navigation (From click the New Iconunder )

1. Enter the new Contact information.  Fields with an asterisk  are mandatory fields.

2. Click on the Is Main? checkmark, as required.

• Is Main?:  Is Main? Status - if checked, this will be the main contact information.

3. Select Contact Type.

• Contact Type: Choose from the drop-down menu, either Electronic Mail, Fax, Mobile Phone, Pager, Phone, or Web Site.

4. Select Contact Location Type.

• Contact Location Type: Choose from the drop-down menu

5. Enter Contact Value.

• Contact Value: Enter a description of the contact value

6. Select a Language.

• Language: Language used

7. Enter Description.

• Description: Enter a short description of the contact

8. Click on the Save and Return icon to save the Contact information and return to the Work Location screen, or click on the Discard icon  to discard the Contact entry and return to the Work Location screen.