Adding a New TO
Process for adding a New TO
- Go to Add a New TO
- Enter Code e.g ‘FORM’
- Enter Name e.g ‘Formpak’
- Add any other details for the TO you feel relevant
- Click the Contact tab
- Click Add New Contact
- Fill out the relevant details of a contact within the company
- Click Save to save the contact
- Click Save again to save the new TO
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Last updated Apr 2016