Entering contact information

Enter contact information for follow up and informational purposes.

Note: Each contact must have either a Name, Address, or Employee Code before the system saves the contact information.

To enter contact information:

  1. Open the Contact Information form.
  2. Click New Record.
  3. Name—Enter a first name, middle initial, and last name for the contact.
  4. Company Name—Enter the name of the company where the contact works.
  5. Employee—Enter an employee code for the contact if applicable. The system automatically populates the employee name in the adjacent field.
  6. Address 1—Enter an address for the contact.
  7. Address 2—Enter an address for the contact.
  8. City—Enter the city of the contact.
  9. State—Enter the state of the contact.
  10. Zip Code—Enter the zip code of the contact.
  11. Address Alias—Enter a popular name for the address, e.g., Gwinnett Place Mall or Finley Park.
  12. Primary E-mail—Enter a primary e-mail address for the contact.
  13. Secondary E-mail—Enter a work e-mail address for the contact.
  14. Notes—Enter any applicable notes for the contact.
  15. Organization—Enter the organization to which the contact belongs.
  16. Class—Enter the class to which the contact belongs.
  17. Primary Phone—Enter a primary phone number for the contact.
  18. Secondary Phone—Enter an alternate phone number for the contact.
  19. Third Phone—Enter a third phone number for the contact.
  20. Primary Fax—Enter a home fax number for the contact.
  21. Secondary Fax—Enter a work fax number for the contact.
  22. E-mail Fax—Enter the e-mail address for the contact if you use fax software that requires an e-mail address.
  23. Click Save Record.