You can add essential contact information such as a name, address, phone, email, and other information on the Create New Contact page. You can categorize your contact's professional and personal data and associate it in a specific category, such as grouping all your sales representatives in a category called, Sales Team.
Follow these steps to create a new contact:
From the My Contacts page, click the new contact button.
The Create New Contact page appears. On this page, you can enter any of the following fields:
Name |
Type the title, first, middle, and last names of the contact. You can also type a nickname for your contact in the Displayed Name field. |
Company Name |
Type the contact's organization name in this space. |
Job Title |
Type the contact's job title in this space. |
HyperOffice login |
Type the HyperOffice username (if any) for the contact. |
Street |
Type the street address information for the contact. |
City |
Type the city where the contact lives. |
State/Province |
Type the state or province where the contact lives. |
Zip/Postal Code |
Type the zip or postal code where the contact lives. |
Country/Region |
Type the country or region where the contact lives. |
Phone Numbers |
Select the type of phone number(s) for your contact in the Phone Numbers menu, then type the phone number in the field provided. You can select the following options: Home Phone, Home Phone (alternate), Home Fax, Work Phone, Work Phone (Alternate), Work Fax, Pager, Mobile, Mobile (alternate), Assistant Phone, Manager Phone. |
|
Type up to three email addresses for your contact using the email drop-down list. |
Online Nicks |
Type an online nickname for your contact or enter the contact's AIM, IRC or ICQ nickname and indicate the source by choosing from the Online Nicks menu. |
Personal |
Type in information about your contact, such as the contact's Personal Web page or Birthday. |
Company |
Type the contact's company web page, manager name or assistant name in the space provided and choose the correct label from the Company menu. |
Notes |
Type any additional notes or comments on the contact in this space. Clicking the Evaluate Notes as HTML checkbox enables the capture of this description in a HTML format instead of a text format. |
Associate or Unassociated Categories |
If desired, select a category to associate with the contact. |
Associating a Category |
Select the category in the Unassociated Categories box by clicking on it. Click on the >> indicator to associate this contact with that category. |
Disassociating a Category |
Select a category in the Associated Category section and click on the << indicator to disassociate a previously associated category |
Once you have entered all the information for creating a contact click one of the following options:
Click the Create Contact button to create the contact with the above information
Click the Create Contact and Add Another button to create the contact and create an additional contact on the Create New Contact page.
Click the Cancel button to cancel the current action and return to the My Contacts page without saving any data.