TCM

To add a contact to an existing company in the TCM filing system, first do a search in the filing system for the company where the 'New Contact' works. When the company name appears in the search list, double click on the company name and the company should appear in the filing system tree.
Highlight the company name and then bring up the company details by clicking on the Company details button from the filing system toolbar.

When the company details appear on screen you will see spaces that contain the words 'New Contact'. If you click on one of the spaces you can enter the details for the new contact at the company.

You can also add a new company contact from the telephone call screen by clicking on the contact details button on the contact name drop list.

This will bring up the company details screen,. Again you will see spaces provided to add a new contact. When you have finished entering the contacts details click on the 'OK' button. You will then find yourself back at the telephone call screen with the new contact's name appearing in the contacts name box.