Entering a New Contact
A contact is always associated with a single account. An account can have many contacts. You can also use the Interests and Profile tabs to track more detail information about a contact.
You can enter a new contact from either the Contact Summary or Contact Detail window.
1. Enter the contact name.
Enter the new contact on the first blank line, or select the New Record button on the toolbar, to insert a blank line in the Contacts list. Enter the basic information about a contact such as Title and Phone Number (if different from the account phone number). The company name, number and account code appears by default if this is a previously existing account.
Suggestion: Choose Summary/Detail on the toolbar to toggle between the Contact Summary and the Contact Detail windows, or choose the Summary/Detail button on the Contact window.
2. Choose Save on the toolbar to add the contact to the database.
1. Enter the contact name.
Choose the New Record button on the toolbar. The previous contact information is cleared from the window. Enter the basic information about a contact such as title and phone number (if different from the account phone number). The company name, number and account code appears by default if this is a previously existing account.
Suggestion: Choose Summary/Detail on the toolbar to toggle between the Contact Summary and the Contact Detail windows, or choose the Summary/Detail button on the Contact window.
2. Choose Save on the toolbar to add the contact to the database.
To enter a new contact from the Contact Summary window: