Create a new contact

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.

Usage Guidelines

Follow these steps to create a new contact:

  1. From the My Contacts page, click the new contact button.

  2. 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.

Email

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:

 

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