Create new vendor contacts like people, businesses, and organizations while filling out a case.
When creating a case, if you see a blue plus sign in a field you have the ability to add a new contact.
Best practice is to check the dropdown to see if the contact already exists.
If the contact doesn't exist, select the blue plus sign to add an entry.
Add the Organization name.
Indicate if this business can serve as a venue for services with the checkbox below. Checking this will list it as a venue option on Funeral options page.
For venues, be sure to include address information!
If you think you'll use this contact again, make sure Save to Organization Rolodex is checked.
Click Save.
Some entries will have you select what type of entry it is. 
Enter the Name (first and last name are required).
Add the Address, if applicable.
Contact info includes email, phone, and fax number.
If you think you'll use this contact again, make sure Save to Organization Rolodex is checked.
Click Save.
For easier entry, you can default the Save to Organization Rolodex button to On from Settings > Features > Other options > Enable Auto-Save to Organization Rolodex.
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