Managing your business with anyPiece/Task management/Contact management/Setup new contact

In anyPiece task management, you will need two key information

  • Company detail
  • Company contact person *optional*

This information is shared among all the modules.

Steps on creating new contact's company edit

  1. Go to Task Management > Dashboard Contact
  2. Click on [Create Contact]
  3. Fill in [Company Name]
  4. Fill in the [Initial]. This will play an important role later for easy finding for the company.
  5. Fill in the [Business Type]. If you wish to create new business type, you can click on Create Business Type tutorial
  6. Fill in the [Address], [Postcode], [State] and [Country]
  7. Click on [Update Company Detail] and if everything goes well, you will get [Update Complete]
  8. Click [OK]. Now you have complete enter your customer/vendor's company contact, you can choose to proceed on entering the company's personnel.

Steps on creating company personnel edit

  1. Once you have completed on the steps above, you can click on [CONTACT] tab
  2. Click on [Add New Contact]
  3. Fill in First Name, Last Name and Init
  4. Once you are done, click [SAVE]