Contact Companies properties and options

Address

City

State/Province

Country

Zip/Postal Code

Enter the postal or zip code.

Phone Numbers

Enter any applicable phone numbers for the contact company. Phone and fax extension number cells have been removed and are now combined with the phone/fax number to facilitate synchronization with Outlook.

• Business

  Enter the primary company phone number.

• Business fax

  Enter the fax number.

• Phone 2

  Enter a second company phone number.

• Phone 3

  Enter a third company phone number.

Email

Enter the email address of the primary contact at the firm. Click the Mail button to generate an email to the specified address.

Website

Click the Go button to launch your browser and visit the site.

All Contacts without a Contact Company

Selected Contacts

A list of contacts that are assigned to the client or client group. You can right click on a contact and select Customize contact information to edit the contact.

• Select All / Deselect All

  Use these buttons to select or deselect all entries in the All Contacts without a Contact Company window.

• Add/Edit Contact

  To add a contact, ensure no contacts are highlighted under Selected Contacts and click the Add Contact button. The Contacts dialog opens.

  To edit a contact, either highlight a contact under Selected Contacts and click the Edit Contact button, or right click on a contact in the Selected Contacts field and select Customize contact information. The Contacts dialog opens.

Note: Keyboard controls (SHIFT and CTRL) are available to select contacts as well. To select multiple contacts in sequence select the first entry, hold down the Shift key, and select the last entry in the sequence. To select multiple contacts not in sequence select each contact while holding down the CTRL key.