Microsoft Office Tutorials and References
In Depth Information
5. (Optional) Click the Details tab and add more details.
Funnily enough, the Details tab lets you fill in a few more details about the
contact — including the Office/Branch, Department, Manager, Profession,
and shoe size. (Okay, they really don’t ask for your shoe size — just
wanted to make sure you were paying attention.)
6. (Optional) Click the Personal tab and add more details.
If you have some personal lowdown on the contact, here’s the place to
put it. You can record everything from a Nickname and Hobbies to Birth
and Anniversary dates on this tab.
7. (Optional) Click the Comments tab to add a comment about the
contact.
As the name implies, here’s where you can create a big, fat comment —
or a teeny-tiny little one — about the contact.
8. (Optional) Click the Tracking tab to log in items about the contact.
The Tracking tab is used to keep a log of opportunities, phone logs,
and notes for the contact. This tab works exactly like the Tracking
tab of an Account record; there is no limit to how many items you
can add.
9. Click OK to save your changes and exit the New Item page.
If you have several people who are all working for the same company,
chances are pretty good that they all share the same business address. If
time is not an object, feel free to add all those contacts in one by one — but if
you’re in a rush to fit in a few rounds of golf before the sun sets, you can
duplicate a record:
1. Click the drop-down arrow next to a last name on the Contacts tab
and choose Copy Item.
A new record appears, already filled with all the information from the
first record.
2. Fill in the appropriate first and last name, as well as any other
changes you might have.
You’re good to go!
You can add a contact quickly directly from the Business Contact Manager
dashboard. Look for the Quick Add: Contact section where you can add a
few small details (Last and First name, e-mail and phone), and you’ll be on
your way.
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