How Do I Add a Contact?

A Contact in MCA Suite is a Company or a Person that has a relationship with your company.

To create a Contact, locate and click on the "Contacts" icon on the left menu: 

The next page will display a listing of Contacts broken up into Company and People. To create a Company, click on the the Company icon on the right of the page:

A slide-out will appear where you can enter the Company's details. You should select a Contact Type from the dropdown list that accurately describes the Company's function and its relationship with you. 

To create a Person, go to the People tab and click on the the "People" icon on the right of the page:

A slide-out will appear where you can enter the Person details. You can also link the Person to an existing Company or enter a new company to be created with the Person entry. Refer to this article for more details on how to Add a Person.