Adding contact information to an account in OnCourse can executed from the contacts sub menu on the account details screen. When you add a new account, by default you’ll be led to the Account Details Page.
Once you have entered the details screen, clicking the + button next to Contacts on the left side menu will open a new contact.
The default fields in the contacts scree include:
- Phone Number
- Phone type
- LinkedIn URL of the organization/Individual
The top left corner of the account details screen will allow you to edit the Description/URL of the account. Clicking the pencil icon will allow you to edit the overall description of the account and includes:
Corporate / Business / Mailing addresses