Documentation | User Guide

Documentation | User Guide

Add a contact person

This part of the guide explains how to add a contact person.

Step 1 - Go to the Contact Person popup window

  1. Click the Add button. This action opens the Contact Person popup window;

Step 2 - Add a contact person

  1. Go to the Contact Person section and use the radio button to choose the Contact Type;
  2. Fill out the required fields (identified by a red asterisk *). For example, Contact Title, etc.;
  3. Enter more details if required;
  4. Click the Save button. This action confirms the addition of the contact person and updates the Contact Person Information page (the navigation train button becomes green);

  1. Click the Next button to go forward to the next step: Tax Representative.