Adding cards manually

  1. Check whether the Company/Person is already in the system or not by typing their name into the Search field in the top right-hand corner.
  2. If yes:
    1. Click on the Company/Person to which you would like to add a new card.
    2. After clicking on the card, click the New card button on the right side.
    3. Choose a module in which you would like to add a new card.
    4. Check all data in the window that appears and click the add button.
  3. If no:
    1. After searching, click the  button and choose a module.
    2. Enter the data of the Company/Contact person and click the add button.

If you are sure that a Company/Person is not in the system, choose the relevant module in which you would like to add a new card. In the module, click the  button, enter the data of the Company/Contact person and click the add button.