Adding a New TO

Adding a New TO

Process for adding a New TO

  1. Go to Add a New TO
  2. Enter Code e.g ‘FORM’
  3. Enter Name e.g ‘Formpak’
  4. Add any other details for the TO you feel relevant
  5. Click the Contact tab
  6. Click Add New Contact
  7. Fill out the relevant details of a contact within the company
  8. Click Save to save the contact
  9. Click Save again to save the new TO

 

Last updated Apr 2016
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