Add Contacts

Q: How do I add a contact?

1.  Open the Contacts Manager

Click on the Tools menu, then select Contacts.

2.  Add New Contact

2.  Add New Contact

Click the Add New Contact button.

3.  Complete the New Contact's Information

3.  Complete the New Contact's Information

Complete the information in the New Contact window.  Click the OK button to save the new contact.

Next... Add Insurance Companies

Please see the next lesson for instructions on setting up the general security policy.