Create/Modify a
Contact:
- Click Contacts folder in Folder
List, to display Contacts list.
- To create a Contact:
- On the File
menu, click New...
- To modify a Contact:
- Double click on a Contact
in List
View to show the Contact
Window. (You can also open by clicking Open
on the File menu)
- Enter/Modify all the desired
fields or by using the default LookUp
Values.
- Click on Save and Close
button on the toolbar
in the Contact Window. Automatically saves
and closes the window.
Most of the Contact
fields are self-explanatory. The following fields
need some description.
General Tab:
- Full Name...: This is
a smart field. You can enter full name without
capitalizing or punctuation. For example, you
can enter 'mr john doe'. The application decodes
the Title, First Name, Middle Name, Last Name and
Suffix automatically. You can click on the Full
Name button to see how the application decoded your
input.
- Phone Number fields:
These are smart fields. You can enter the phone
number (10 digits) without any spaces or dashes.
For example, you can enter 8005551212 x12. For
entering country code (outside US, Canada), start
with a plus (+) sign. You can click on the Lookup
button on the phone number field to see how the application
decoded your input. Also by clicking on the Phone
link you can dial automatically, if you configure
your computer with the Phone system.
- Company Name: Enter
the company name or click on the Lookup button to
link the company if already exists or create a new
company from the link window.
- Send Hotlist: Check
mark if you will be sending hotlist to this Contact.
- Send Reqlist: Check
mark if you will be sending reqlist to this Contact.
Details
Tab:
- Address Link: You can
display the street map of the contact's address.
Street map will be displayed in the built-in browser
window. You can switch back to Contacts list
by clicking on Contacts in the Folder
List.
- Categories Button: You
can assign multiple categories for each Contact.
Click on the Categories button and check the desired
categories. For example, you can assign "Vendor,
Prime Vendor, SAP Vendor" to a contact.
- Groups Button: You can
assign multiple Groups for each Contact.
Unlike categories, this allows you to 'profile' contacts
based on non-professional classification.
- Owners Button: You can
assign one or more 'Owners' for each Contact.
Owner is the person who will be interacting with this
contact.
QNotes Tab:
- Archived
Box: Very important field. If a contact
requests you to 'remove' from the list, you should
not delete the contact, instead Archive the
contact. Same rule applies if the contact is
obsolete.
User Fields
Tab:
- Ten fields are provided for
you to add additional data. You can customize
the user fields by using the Database
Designer.
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