Calendar - Contacts

Manage Contacts in the Calendar

Add, edit contact information using the calendar.

Contacts

All contacts created, or any information edited or deleted on the Reports→Contact Listing, Edit→Contacts, Edit→Delete→Contacts, Contacts tab of Debtor Accounts and Creditor Accounts, etc. will be updated on the Contacts section of the Calendar screen.

If any contacts have been deleted in the Contact Listing screen, etc., these contacts will also be removed from this screen.

Create or Add Contacts

To Create or Add a Contact:

Click on the Contacts icon, if the Contacts screen is not displayed.
To create a new contact, simply right-click on any area of the Contacts screen. On the context menu, select the Add Contact option. The Untitled - Contact screen is displayed:
Enter a Name for the Contact. This Name will be displayed in the title bar, and on the Contact screen once this contact is saved.
Enter the title, address, city, state zip / postal code, country, company, position, and select the category of the contact (business, clients, family, other or personal).
Click on the Telephone tab. The following screen is displayed:
Enter up to two telephone numbers, a fax number and an e-mail address, if available / applicable. You may also enter two additional fields for the following:
1. Number for - select one of the following: Mobile, Other, (phone), Other Fax, Pager, Primary, Radio, Telex, TTY/TDD, Work or Work Fax, then enter the number for the selected option.
2. Number for - select one of the following: Assistant (default), Call-back, Car, Company, Home, Home Fax, IDSN or Mobile, then enter the number for the selected option.
Once finished entering the necessary details, click on the Notes tab, if you need to enter additional information for the contact.
Enter additional information for the contact.
Click on the OK button.

Edit Contacts

To Edit a Contact:

To edit an existing contact, simply select the contact, and right-click on the selected contact. On the context menu select the Edit Contact option.
- The Name of the Contact - *Contact will be displayed in the title bar.
Edit any of the fields you need to edit on the Main screen, Telephone screen or the Notes screen.
Click on the OK button.