Create Company record
To navigate to the Companies Database, Select Companies in the main navigation bar.
Select Create Company
This is where you select the company type allowing you to distinguish clients, suppliers
and other companies.
Complete Company Details then select Create Company.
Add Office Addresses
Navigate to Office Address
Each Company record can contain multiple office addresses and can be used for selection throughout Proteus.
Select Create Office, complete details then select create
Select the 3 dots to Edit or Delete an existing Address
Add Contacts
Navigate to Contacts
Each Company record can contain multiple contacts and can be used for selection throughout Proteus.
Select Create Contact, Input details then create
Click the 3 dots to Edit or Delete an existing Contact.
