Click on the people tab 

On the details tab, click on the pencil in the top right hand corner 

You will be able to add the following details: Salutation, title, first name, last name, company, display name, street, suburb, state, post code, country and contact number, abn, tax status 

You will then be able to edit their email address and set the sending method preference for statements and communications 

Add new roles 

Enter notes

Click save