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What Happens After Clicking the Add New Button

Clicking "+ Add New" opens the Add Contact form - a single scrollable page covering contact details, addresses, and advanced settings.

Steps

  1. Go to Contacts and click "+ Add New."
  2. The Contact details section opens first, starting with the required Contact name field.
  3. Scroll down, or use the Addresses and Advanced links on the left, to reach the rest of the form.
  4. A live "Contact preview" card on the right shows the name, account number, and type as you fill them in.
  5. Click "Save" to create the contact, or close the dialog to discard it.

Related Articles

  • How Do I Add a New Contact?
  • How Do I Create a New Customer?
  • How Do I Create a New Supplier/Vendor?

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