Create a Bank Contact Record

Owned by Joseph Mooney (Unlicensed)
Last updated: Sept 22, 2020 by Dakota MartinVersion comment
1 min read

To create a bank contact record, go to  Contacts > Create Contact

1. Select "Company" as the "Base Contact Type".

 2. Enter the bank name in the "Company Name" box.

 3. Enter other details as required

 4. Very important: Make sure to select Bank from the Default Contact Types options at the bottom, and then click save.