The Company/Contact screen organizes information under a series of tabs.  The screen will open to the view you selected in 1: Setting Up EventPro, Step 1: System Settings, General.

1.The Single Company View tab displays information about a single company.

2.The Single Contact View tab displays information about a single contact.

3.The Company List View tab displays two selection grids. The upper grid lists all the companies in your database. The lower grid displays information about the company highlighted in the upper grid, sorted by an additional series of tabs.

4.The Contact List View tab also displays two selection grids. The upper grid lists all the contacts in your database. The lower grid displays information about the contact highlighted in the upper grid, again sorted by an additional series of tabs.

At this stage of setting up EventPro, you want to add all your existing clients and business associates to your Company/Contact database.  As you continue using EventPro, you will add new companies and contacts as they arise.

For more information about working with the  Company/Contact screen, see 9: Company/Contact Management: Company/Contact Screen Overview.