To add a new individual:
  1. Navigate to Contacts>Individuals
  2. Click New
  3. Enter required information
    a) Last name is the only required field
     
  4. Fill out any additional information desired
  5. Click Save option most applicable
To add a new organization:
  1. Navigate to Contacts>Organizations
  2. Click New
  3. Enter required information:
    a) Company Name
    b) Address Type
     
  4. Fill out any additional information desired
  5. Click Save option most applicable