Contacts: Adding a Contact

Adding a Contact

To add a new contact from the Contacts list

From the File menu, point to Open, and then select Contacts.
Click on the toolbar and type the new Contact ID to open the Contact Information window.
Enter the desired information for the contact.
Click on the toolbar to save the new contact.

To add a new contact from the Contact Information window

From the File menu, point to Data Entry, and then select Contact.
By default, the last contact selected is shown in the Contact ID field and is highlighted. At this point, you can enter a new Contact ID. The button displays the Contact Lookup window window and makes it easy to see which contacts are defined.
- When the Contact ID field is highlighted, type the new Contact ID and press Enter to move to the Full Name field.
  
  ...or...
- Click on the toolbar and type the new Contact ID.
Enter the remaining information for the contact.
Click to save the new contact.

To add an individual contact to an organization

From the File menu, select Open, and then click Contacts

...or...

From the File menu, point to Data Entry, and then select Contact.
Click on the toolbar and type the new Contact ID.
From the Organization field, begin typing the name of the organization to which you want to add a contact. Select the organization and press Enter.
Enter any additional information for the contact.
Click to save the new contact.

Note: Organization names previously entered in the Organization field for other contacts that match the characters entered will be displayed in a drop-down list. If you select an organization from this drop-down list that has a contact record, the business fields in the individual contact will prefill with information from the organization's contact record.