View contacts in the list window differently,
if needed.
Click the contact that you
want to change, and click Edit .
Change information, as needed.
General tab
Field
Description
Name
The name of the contact - It can be left blank.
Company
The company associated with the contact
Title
The job title of the contact
Type
The category or type associated with the contact
Phone numbers
As many as three phone numbers for the contact in the fields on the
left. The field to the right of a phone number contains a description
of the number.
Fax
A fax number for the contact and any description to the right of it
Email
An email address for the contact
Website
The contact's website address
Address tab
Field
Description
Address
The contact's main address. In the first three lines, enter the street
address, suite number, and so on.
City, State, Zip Country
The city, state, zip code, and country
Mailing address
The mailing address if it is different from the main address
Same as address
When selected, it indicates the mailing address is the same as the main
address.
An attachment category is a group of documents with similar characteristics
(for example, RFPs). You can set up categories if your security group
allows access to them (Company > Security > Setup tab).