10.3. Using Contacts

This section describes ways to use the Contacts application effectively.

To enter the Contacts application click the Contacts link on the toolbar, and then click Contacts on the left menu.

The Contact List screen displays all of the contacts that have been entered for your group. Group administrators can modify the fields that are displayed on this list.

10.3.1. Creating a New Contact

This screen allows you to enter all the details associated with a new contact such as name, organization, address, email, phone number, etc. The administrator can add User-Defined Fields to appear at the bottom of this screen, allowing for additional contact information to be entered.

  1. To create a new contact, click on New Contact on the button bar within Contacts.

  2. The New Contact screen allows you to enter the details for a contact.

  3. Enter the contact information. Some fields have a pick-list denoted with an icon. Depending on the configuration, you may be forced to click this button in order to enter information. Clicking this button opens a list from which you can select the value. If the value isn't in the list, type it into the text field and click Save; you can then select the value you have just entered.

  4. Click Save when you are finished entering information in the fields.

See Also:

Bulk Options

Editing Contacts

Searching and Filtering Contacts

Creating Reports

Importing and Exporting Contacts

Shared Items

Contact Tags

Daily Call List