Adding and deleting secondary contacts

ACT! Premium Web 2005 Server

Adding and deleting secondary contacts

Secondary contacts are “other contacts”, usually within the same company. They can be a backup for the main contact or the main contact's assistant, team members, supervisor, etc. You can promote a secondary contact to a full contact, but once promoted, there will no longer be a connection to the main contact.

To add a secondary contact

  1. From the Contact window, click the Secondary Contacts tab.

  2. Click New Secondary Contact.

  3. From the Secondary Contact dialog box, complete the necessary information, and then click OK.

Press F1 for field definitions.

  1. (Optional) To make this secondary contact private, select the Private check box.

  2. Click OK to create the secondary contact.

The secondary contact you created will appear on the Secondary Contacts tab of the primary contact.

To delete a secondary contact

  1. From the Contact Detail window, click the Secondary Contacts tab.

  2. Right-click on the contact you want to delete, and then select Delete Secondary Contact from the shortcut menu.

  3. From the Delete Contact dialog box, click Yes to delete the selected secondary contact.