Creating Contacts

Having an address book naturally keeps you from having to retype e-mail addresses.  Plus, the contacts you add integrate with our other products and features that rely on an address book.  To add a contact...

1. In the contact manager, click Add and then click Add Contact in the menu.
   
   
   
2. Expand each section of the contact details by clicking the arrow to the right of each header. Available sections are:
   • Contact Information - Basic information about the individual.
   • Birthday and Anniversaries - The contact's birthday/anniversary of becoming a client. See the Birthday/Anniversary Marketing section for more detail.
   • Type of Contact - The contact's function or role.
   • Phone Numbers - Various types of contact numbers.
   • Street Addresses
   • Online Addresses - Various contact e-mail addresses.
   • Licenses and Certification - Any relevant license/certification information you need to store in the contact.
   • Groups - Custom contact groups. See the Creating Contact Groups section of this user's guide for more details.
   • Notes - Room for any important information you want to store about your contact.
     
     
     
3. Then, enter any necessary information into the fields provided. Depending on which contact information you edit, you may have other options presented to you.
   • In the Contact Information section, you can create and edit new company contacts by clicking New or Edit beside the Company drop-down menu.
   • In the Street Addresses section, you can set the address you enter to double as the mailing address by checking the box for that option.
   • In the Online Addresses section, make sure to designate which e-mail account you plan to use to correspond with the contact by default. Just mark Primary option beside the desired default contact address.
   • In the Groups section, click Add to create a new group or click Manage Groups to call up the group manager.
   • In the Notes section, click Add or Edit to outline important notes about the contact. In order to use this feature, you must first save the contact.
   • In the License and Certification section, click Add or Edit to enter additional license/certification information about your new contact. In order to use this feature, you must first save the contact.
     
4. When you're finished editing your contact, click Save to apply your changes.

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