Create contacts and assign them as clients for projects in Coincraft.
Written Guide
There are two simple methods to create a new contact within the system.
Viewing Contacts
Navigate to Organisation > Contacts. Here, simply click the +New Contact button to initiate the process.
Creating Contacts
If you find that there are no current clients available in the dropdown list, you can also create a new contact by clicking the + icon under the Client field.
Following either method will open up a New Contact window where you can proceed to add a new client.
Doing either way will open a New contact window. Choose how you want to add a Client.
Importing Contacts (Recommended)
To import contacts, it is necessary to connect to an accounting system. Follow these steps:
Select your preferred accounting system.
Click on the Connect to System button.
Log into the corresponding account for the chosen system.
Creating a New Contact Manually
If you prefer to manually create a new contact, simply fill in all the required details in the New Contact form and click the Save Contact button.
After saving, you can verify the addition of the new contact by navigating to Projects > Project List. Open a Project Details page and click on the Client dropdown menu. You should see the name of the contact you just created.
By following these steps, you can easily manage and update your contact list within the system.