Key in all your Contact Details; Customers, Prospects, Suppliers, and staffs, as an initial step of using Proline.
To create contacts:
1.Go to General
2. Select Contacts
3. Select New
4. Fill in name of Contacts *advisable to use capital letter for billing purpose
5. Select Zone, then automatically postcode and state will pop out.
6. After filling the Contact Details, select OK.
7. Then below box will pop out. The most important thing is select Contacts Role by clicking the drop down.
8. Last but not least, after filling all the necessary data, save Contacts by clicking ‘Ctrl+S‘ or go to File, then select Save Contacts.