EditPurpose
To enter more detailed information on the contact such as personal information, or assistant information. You can also create custom fields in this section.
EditLocations Used
Contacts
EditOverview
When viewing contact information, there are several tabs at the bottom portion of the Contacts page that are used to organize additional information for the contact. One of them is called "Additional Contact Info". Through this tab, you can specify additional information for the contact.
To view a contact's information, bring up the contact list by making the selection
Contacts⇒Contact List from the main menu bar. The Contacts page will be displayed with a list of all your contacts. Click on a Last Name to view that contact's information.
Scroll to the bottom of the page and click on the
Additional Contact Info tab to view information listed under that tab.
 Additional Contact Info |
EditCustom Fields
In this section of the tabbed area, you have the option to customize each of the input field labels to ones that make more sense to the values you enter.
1. For example, the first input field is labeled "Custom Field 1". Click on the edit icon (pencil) to modify the label.
 Customize the input field |
2. Enter what label you would like to use and then click on the save icon.
3. The input field will now be labeled with what you specified.
 New name for input field |
4. Enter a value for the input field.
Personal
In this section, you can enter an alternate postal address for the contact, for example his home address.
EditAlternate Contact
In this section, you can enter alternate modes of getting in touch with the contact (for example email or instant messaging) as well as information for the contact's assistant.
1. Similar to adding additional contact phone numbers as described above, you can specify alternate email addresses or instant messenger information. Enter the type of info in the left input field (for example, "Email"), and a value in the right input field (for example "test@matrixwebs.com").
2. Quote Sent - Enter the quote that was sent to the contact, if applicable.
3. Follow Up - Enter follow-up specifications for the contact.
4. Interested In - Enter the contact's interest with your business.
5. Assistant, Assistant Title, Assistant Phone - If the contact has an assistant, enter his/her information here.