Microsoft Office Tutorials and References
In Depth Information
5. (Optional) On the Communicate tab, click the Business Address
dropdown arrow and choose Shipping Address if you’d like to fill in an
additional address that you’ll use for shipping.
Business Contact Manager allows you to enter both a business and
shipping address.
6. (Optional) Click the Details tab and fill in the account information.
Here’s where you can add the pertinent account information, including
projected revenue and payment status (see Figure 8-4). You can also
assign an Office Live user to the Account; the users appear when you
click the book icon to the right of the Assigned To field.
7. (Optional) Click the Contacts tab and add any contacts that belong to
the account.
If you’ve ever wondered which comes first — the chicken or the egg —
you’ll probably be just as inquisitive about knowing which comes first —
the Account or the Contact? If you’ve added contacts to Business Contact
Manager, you can associate them with the Account record by clicking
the Add Existing link (see Figure 8-5) to see a list of all the contacts in
Business Contact Manager. If you’d rather add a new contact, click the
Add New link; the New Contact page opens and you can add a new
contact that is then associated automatically with the Account record.
Wondering why you don’t see a contact listed here when you know
you’ve added it already? If the contact you want to add is not in the
list, you’ve probably already associated it with a different account.
Figure 8-4:
The
Accounts
Details tab.
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