Contacts

You can access Contacts from the Office tab of the Ribbon.

Adding a New Contact

1. Click the Add Contact button on the ribbon.

2. Enter information in the text boxes. Use the Tab key to move to the next text box.

3. Fill in the relevant details in all the tabs (Name, Home, Business, Bank Accounts, References and Notes)

4. Click the Save and Close button to save the record.

Editing a Contact

1. Select a contact in the viewer and click the Edit button on the toolbar. The Contact Editor opens.

2. Modify the contact details and click the Save and Close button to update the modifications.

Deleting a Contact

1. Select a contact in the viewer and click the Delete button on the toolbar.

2. Click the Yes button to confirm. The selected contact is deleted.

Removing a contact removes all the records linked to that contact.

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Using Patient Manager