Navigating through the Contact window
Entering basic contact information
Linking a contact to a company
About contacts
A contact is a customer, business associate, friend, or anyone that you want to maintain a relationship with and keep details about. A contact record consists of information about your contact, such as a name, address, phone number, e-mail address, and so on, and is stored in the ACT! Premium for Web Server database. Everything you do in ACT! Premium for Web Server relates to a contact.
When you first open your ACT! Premium for Web Server database, you will see the Contact Detail window. From this window, you can add, edit, or delete contacts; look up contact information; use the contact tabs to add notes, view history, schedule activities, add documents, and so on. The Contact Detail window contains fields and layouts that can be customized to fit your needs. You can also add secondary contacts from this window. For more information, see Adding and deleting secondary contacts.
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A contact can be a member of multiple groups and companies, but can only be linked to one company. |
The Contact Detail window also contains the View Groups/Companies navigator button. Click this button to easily display the contacts in the selected Group/Subgroup/Company/Division.
How do I...?
Attach files to a contact record
Customize name and salutation settings