All Contact data is located on the Contacts home page. Here you will find that contacts are split into two groups, contacts and organizations.
View Contacts section will display contacts that are individuals (people) .
View Organizations will display contacts that are organizations (companies).
To add a contact(person) or an organization follow the below instructions. In addition you can also add a contact directly from the point of sale during the transaction process.
From the BusinessMind home page click on the Contacts link.
From the Contacts Home page you will see two options. Create New Contact and Create New Organization.
Click the Create New Contact link to add a person or click the Create New Organization link to add an organization.
The creation screens are very similar for both. The main difference is the organization only has a Display Name where the contact has a display name as well as First and Last name fields.
When creating a contact (person) be sure to fill out the Display Name as well as the First and Last Name fields.
As noted above you can also add a contact directly from the point of sale during the transaction process .Information on that can be found here.