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TFS User Guide Table
TFS User Guide Table
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The New Contact Wizard is designed to help enter a new contacts' details into TFS.

How to Create a New Contact

  1. From the Client menu, select Contacts.
  2. Click the New button. The Create/Select Entity prompt will appear.
  3. Click the Yes button to create a new entity that is NOT already established in the system.

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The Create a New Contact Wizard

Refer to the following steps to add Contact details.

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titleStep 1 - Contact - General - Click here to expand...

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Step 1 - Contact - General
Step 1 - Contact - General
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titleStep 2 - Contact - Services - Click here to expand...

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Step 2 - Contact - Services
Step 2 - Contact - Services
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Step 3 - Contact - Address \ Telephone
Step 3 - Contact - Address \ Telephone
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titleStep 4 - Contact - References - Click here to expand...

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Step 4 - Contact - References
Step 4 - Contact - References
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titleStep 5 - Contact - Accounts - Click here to expand...

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Step 5 - Contact - Accounts
Step 5 - Contact - Accounts
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titleStep 6 - Contact - Employment - Click here to expand...

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Step 6 - Contact - Employment
Step 6 - Contact - Employment
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titleStep 7 - Contact - Assets - Click here to expand...

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Step 7 - Contact - Assets
Step 7 - Contact - Assets
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titleStep 8 - Contact - Liabilities - Click here to expand...

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Step 8 - Contact - Liabilities
Step 8 - Contact - Liabilities
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