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

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

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]