< Create New Company Contact

  1. Click to open the main menu and select My Contacts or Search Contacts.

  2. Tap .

  3. Tap .

  4. Enter the Company Name.

  5. Optional: Enter the Email Address.

  6. Optional: Enter the Mobile Phone number.

  7. Optional: Tap , select the Contact Type, and then tap OK.

  8. Optional: Tap the Share with the Firm and Add to My Contacts sliders as needed.

  9. Tap Save.