{"id":3060,"date":"2017-05-03T16:13:20","date_gmt":"2017-05-03T14:13:20","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3060"},"modified":"2017-11-23T10:41:05","modified_gmt":"2017-11-23T09:41:05","slug":"adding-cards-manually","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/adding-cards-manually\/","title":{"rendered":"Adding cards manually"},"content":{"rendered":"
    \n
  1. Check whether the Company\/Person<\/a> is already in the system or not by typing their name into the Search field in the top right-hand corner.<\/li>\n
  2. If yes:\n
      \n
    1. Click on the Company\/Person<\/a> to which you would like to add a new card.<\/li>\n
    2. After clicking on the card, click the New card button on the right side.<\/li>\n
    3. Choose a term\u00e9ke in which you would like to add a new card<\/a>.<\/li>\n
    4. Check all data in the window that appears and click the\u00a0\"add\"\u00a0button.<\/li>\n<\/ol>\n<\/li>\n
    5. If no:\n
        \n
      1. After searching, click the \u00a0button and choose a term\u00e9ke.<\/li>\n
      2. Enter the data of the Company\/Contact person<\/a> and click the\u00a0\"add\"\u00a0button.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

        If you are sure that a Company\/Person<\/a> is not in the system, choose the relevant term\u00e9ke in which you would like to add a new card. In the term\u00e9ke, click the\u00a0\u00a0button, enter the data of the\u00a0Company\/Contact person<\/a> and click the\u00a0\"add\"\u00a0button.<\/p>\n","protected":false},"excerpt":{"rendered":"

        Check whether the Company\/Person is already in the system or not by typing their name into the Search field in the top right-hand corner. If yes: Click on the Company\/Person to which you would like to add a new card. After clicking on the card, click the New card button on the right side. Choose […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[405],"tags":[428,462,464],"class_list":["post-3060","post","type-post","status-publish","format-standard","hentry","category-customer-management","tag-contact-en","tag-module-en","tag-project-en"],"yoast_head":"\nAdding cards manually - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Check whether the Company\/Person is already in the system or not by typing their name into the Search field in the top right-hand corner. If yes: Click on\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpdev.minicrm.io\/help\/adding-cards-manually\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding cards manually - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Check whether the Company\/Person is already in the system or not by typing their name into the Search field in the top right-hand corner. 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