Create a new contact

1. Click the CREATE button on any page

2. A drop-down menu will appear and two choices will appear: Individual and Organization

• Please note that as a Firm user your organizational contacts are entities managed by your Firm

 

 

3. Depending on which one you select a pop-up window will appear. Fill in the information.

Individual:

Organization:

4. Once you’ve completed filling in the required information click SAVE