1. Click the Quick Create icon from the Contacts module to add new clients.

  2. Filter the contacts and vendors by clicking the "All Contacts" drop-down field.

  3. You can Sort the contacts and import the contacts by clicking on the options menu.

  4. Click on the contact from the list-view to see the contact details.

  5. The contact details section displays the transactions and gives an overview of a specific contact.

  6. You can Add Contact Person from under a contact.

  7. Click on Edit button to edit an existing contact.

  8. The New Transaction button lets you create a sales or a purchase entry for the selected contact.

  9. 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.