Adding and deleting contacts
Depending on your user role, you can add and/or delete contact records. For more information, see About user roles and permissions.
To add a contact
On the toolbar, click the New Contact icon.
A blank contact record appears.
Enter the contact information in the fields. Depending on the field, you can type the information or select from a list.
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Make sure that ACT! correctly identifies the contact’s first and last name, as well as any title. ACT! Premium for Web Server uses the title and names in the salutation when you write letters. You can specify how ACT! Premium for Web Server does this by setting name preferences on the General tab in the Preferences dialog box. |
(Optional) In the Contact field, click the browse (...) button to edit contact name details.
(Optional) In the Phone and Fax fields, click the browse (...) button to display a dialog box where you can format telephone numbers.
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A field that shows a button with an arrow contains a drop-down list. You can click the arrow and select an item from the list, or you can type one or two letters in the field, and ACT! Premium for Web Server will complete the field from the list. If you enter text that is not already included in the drop-down list for the Title, Department, City, or Country fields, ACT! Premium for Web Server automatically adds the item to the drop-down list. |
The contact record is automatically saved when you move to another record or perform another action.
To delete a contact
Display the contact record that you want to delete.
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From the Contact List window, select the contact.
From the Contacts menu, select Delete Contact.
At the warning message, you can:
Click Delete Contact to confirm the deletion.
Click Delete Lookup to delete the entire lookup, and then click Yes to confirm the deletion.
Click Cancel to cancel the deletion.