Keeping Contact information up-to-date is vital to your business.

Overview
The Contacts DataGrid displays all of the people associated with the Company record. See the 'General' Help topic on the Help menu for details on the steps to add, edit, delete, copy and move Contact records.

Contacts
You can add as many contacts for each company as you like, using the Contacts tab at the bottom of the Company form.

When saving a Company record, if the Primary Contact is not already listed in Contacts, the 'Add New Contact' dialog will prompt the user with the Primary Contact information. Add more information into the Contact fields, then click 'Save' to save the Contact.

Please click this link for general information about using the features and Utilities on the Toolbar.

Custom Contact Fields

In the lower left quarter of the Contacts dialog are six custom fields, which you can customize to store more information about every Contact. 

Click here for information on defining custom field labels and formulas.

Social Network Links

Many people are keeping in touch through a number of social networking websites, such as FaceBook, Twitter, LinkedIn, etc.  You can store as many links as you like for each contact by opening the web page in your browser, then clicking the "Add" button above the Social Network Links list.  Enter a brief description for the link (like "Facebook" or "Twitter") and the website link (URL) will automatically be added to the list.