How to Add Contacts and Companies

You can add new Contact and Company records using the Organization Contacts & Companies Module in Master Tour 3.

This article covers:

• How to Navigate to Contacts & Companies
• How to Add Contacts
• How to Add Companies

How to Navigate to Contacts & Companies

Within Master Tour, select the Organization that you would like to add Contacts and Companies to.

1. Click on the Organization Selector dropdown menu.
2. Select an Organization.
3. Select a Tour if there are any Tours added to the Organization.

Click on the Contacts & Companies button in the upper right of the application.

How to Add Contacts

1. Click on the Add button in the upper right of the application.
2. Click on Contact in the dropdown menu.

Enter Name and Contact Information in the Details section in the right column. You can also include information such as Personnel Details, Travel Preferences, and Emergency Contact Information in this section. When you click out of a field or make a selection, your changes will automatically save.

You will then see the Contact listed in the Contacts & Companies Table in the left column and the Contact Details in the right column.

How to Add Companies

1. Click on the Add button in the upper right of the application.
2. Click on Company in the dropdown menu.

Enter Name and Company Information in the Details section in the right column. When you click out of a field or make a selection, your changes will automatically save.

You will then see the Company listed in the Contacts & Companies Table in the left column and the Company Details in the right column.