To add a new T&M customer, click Add. Type in the company name and click OK. Enter the phone number, fax number and email address.
In the Locations grid, type in a Location type such as main office, branch office, subsidiary, etc. Tab over and enter address, city state and zip. Enter multiple locations on separate lines.
In the Contacts grid, use the drop-down box to select a Location. Then tab over and type the contact’s name, phone number, fax number and email address. Use the drop-down box to select a Primary Contact. Click Done to save and exit.