ETOMPLAN

Person

Create

Step-1: Click on Prospects -> Persons then click on Context menu -> Actions -> New Person Option. Person form will appear.



Step-2: Fill the details in the form.



Step-3: Fill the details in the Tabs Address, Info, Education, Family, Picture.



List

Click on Prospects -> Persons. Persons list will appear.



Edit

Step-1: Select the person that you want to edit from list. Right click on it and select Edit Person option.



Step-2: Edit the details and click on Save button.