Changing a contact
To change a contact
- From the
> - 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 |
|
|
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. |
Attachments tab
|
Field |
Description |
|---|---|
|
The category of the attachment An attachment category is a group of documents with similar characteristics
(for example, RFPs). You can set up categories if your role allows access to them ( |
|
|
Description |
The name of the attachment |
|
Added |
The date and time when the attachment was made |
Notes tab
This tab contains any notes about the contact.
- Click Save.
- Click Close.
