Here you will learn how to create a new contact in your Address Book.
Click on the Address Book Bookmark. The Contact list will open.
Click on New. The New menu will appear.
Click on Contact. A new contact form will open.
Type the contact's first name in the First field.
Type the contact's middle name or initial, if known, in the Middle field.
Type the contact's last name in the Last field.
Click on the arrow in the Title field. The Title options will appear.
Choose the appropriate title for the Contact. The Title field will fill in.
If the contact's name has a suffix, click on the arrow in the Suffix field. The Suffix options will appear.
Choose the correct suffix. The Suffix field will fill in.
Type the contact's e-mail address in the E-mail field.
The next section is separated with Tabs.
Click on the Business tab if you are not already there. The Business Information section will appear.
Note | All of the information on these tabs is optional. If you don't know something, skip it. |
The first part of the Business tab contains the actual Business information.
Type in the contact's company name.
OR
Click on the arrow to choose the company from a predefined list.
The next section of the Business tab is the address information for the contact's business.
Click on the arrow next to Additional business information. The Additional Business Information section will open.
This section contains more optional information regarding the Contact's business.
Click on the Personal tab. The screen will change to the Personal Information.
The top section of the Personal tab is where you would enter the contact's personal address information.
The section to the right on the Personal tab is Contact information.
This section also gives you an opportunity to enter a birth date and anniversary date for the contact.
To add a birth date or anniversary, click on the calendar icon next to the appropriate field and select the correct date.
Click on the Briefcase tab. The Briefcase page will appear.
Click on the Advanced tab. The Advanced information will appear.
In the first section, Name, you will find various fields that relate to the contact's name.
The next section of the Advanced tab is mainly for System Administrator configuration. Leave these sections blank unless instructed to do otherwise by your Help Desk or System Administrator. For review, this section contains:
The section on the right of the Advanced information will help you to organize your contacts more efficiently.
Click on the arrow in the Categories field. The Categories keyword list will appear.
Choose an existing category.
OR
Enter a new category in the New Keyword field.
Click OK. The Category Keyword box will disappear and the category you chose will fill in the Category field.
The Notes Certificates section is next.
Click on Save & Close when you are finished entering all the information. You will be returned to the Contact list.