Click the Quick Create icon from the Contacts module to add new clients.
Filter the contacts and vendors by clicking the "All Contacts" drop-down field.
You can Sort the contacts and import the contacts by clicking on the options menu.
Click on the contact from the list-view to see the contact details.
The contact details section displays the transactions and gives an overview of a specific contact.
You can Add Contact Person from under a contact.
Click on Edit button to edit an existing contact.
The New Transaction button lets you create a sales or a purchase entry for the selected contact.
Click on More button to perform special actions.
You can choose the "Contact Type" (Customer/Vendor/Both) by getting into the contact create or edit page.