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Please click the ‘+’ button to Create an Entity.

Please fill up the compulsory () information for creating the Entity. After filled up all Compulsory () information, Please click ‘Save’ to add a new Entity. Compulsory information:

  1. Name

  2. Parent Entity

  3. Email

  4. Phone

  5. Status

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Click Parent Entity Field to Add Parent Entity:

  1. Select Entity

  2. Click Add

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After adding the Entity Contacts, it will be listed in the main page. Please click on the entity to edit it. You can edit the details of the Entity.

In details tab, the following information can be edited: a. Name b. Parent Entity c. Email d. Phone e. Status

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You can click the ‘delete’ button to remove the Entity from the entity listing.