Entering basic contact information

ACT! Premium Web 2005 Server

Enter up to three lines of address information such as street number, suite number, or box number.

Enter the contact's birth date in date format (01/01/2002).

Type or select the city from the drop-down list. When you enter a city that is not in the list, it is automatically added to the list.

Type or select the name of the contact's company.
You can leave this field blank for a personal contact or a contact without a company affiliation.

Type the contact's name. You can enter the full first and last names and a title (such as Mr., Ms., Jr., Esq.) before or after the name. If you enter the last name first, you can use a comma (,) or a semicolon (;) to separate it from the first name. For example, you can enter a name in the following formats:
Mr. Chris Huffman
Huffman, Chris
Huffman; Chris
If the name has a suffix (such as Jr. or PhD), you can separate the suffix from the last name with or without a comma. However, if you enter the last name and the suffix first, you must separate the suffix from the first name with a semicolon. For example, you can enter a name with a suffix in the following formats:
Chris Huffman, Jr.
Chris Huffman Jr.
Huffman, Jr., Chris
If you want to specify which is the first name and which is the last name, click in the Contact field, and then click the Browse button to the right of the field (or click in the field and press F2). Select the correct first and last names in the Contact Name dialog box. For contacts with more than two first names (such as Mary Ann Simpson), you are asked to verify that the first and last names have been identified correctly. To change the way first and last names are identified, see Verifying contact names.

Type or select the country. When you enter a country that is not in the drop-down list, that country is automatically added to the list.

Type or select a department. When you enter a department that is not in the drop-down list, that department is automatically added to the list.

This field displays the date and time the record was last edited.

Type the contact's e-mail address. When you work in ACT! Premium for Web Server, you can click on the address in this field to automatically address an e-mail message to the contact. For e-mail requirements, see Selecting your default e-mail system to use with ACT! Premium for Web Server. For the format of e-mail addresses or to enter multiple e-mail addresses, see Addressing e-mail messages. Unlike other fields, you cannot click on an e-mail address in the field to edit it (since that opens an e-mail message). You must use the TAB key to move to the field; or without clicking, leave the pointer over the field for a few seconds until it changes to an I-beam, and then type the correct e-mail address.

Type the contact's fax number. The fax field formatting is based on your My Record country or the country entered in the address field for the contact record.

Type or select a category for the contact. You may want to assign contacts to categories such as Personal, Vendor, or Competitor, so that you can find all the contacts in a category with a single command.

This field displays the date and time that you last attempted to communicate with the contact.

This field displays the date and time of the last meeting with this contact.

This field displays the last date and time you had communication of some sort with this contact.

Type or select the last results for this contact.

Type the ID used by this contact for any instant messaging programs.

Type the contact's main phone number and extension, if applicable. The Phone field automatically formats U.S. and Canadian phone numbers as (###)-###-####. International phone numbers are not formatted automatically. See Entering phone number formats for details. Additional fields are included for alternate contact phone numbers.

If you import contact records that include alpha-numeric telephone numbers, ACT! Premium for Web Server displays only the numeric characters in this field.

Use the drop-down list to select the way this contact was referred to you.

When you work in ACT! Premium for Web Server, the salutation appears when you write a letter or memo to the contact. By default, the contact's first name is entered in this field. You can change the name shown in this field. See Customizing the salutation field for more information.

Type the name of the contact's spouse in this field.

Type or select the state (county, land, or province) from the drop-down list.

Type or select the contact's title. When you enter a title that is not in the drop-down list, that title is automatically added to the list.

Type the contact's Web site address or Uniform Resource Locator (URL). This field then becomes a link to that URL. If you click in the field, your default Web browser launches and displays the Web site.

To edit this field, use the TAB key to move to the Web Site field; or without clicking, leave the pointer over the field for a few seconds until it changes to an I-beam, and then type the correct URL.

Type the ZIP code or international postal code.

Entering basic contact information

You enter contact information by typing it into the fields or selecting information from drop-down lists. In some fields (such as ID/Status) with drop-down lists, if you type the first few letters of an item, the field will fill with the item that matches what you type.

The following list includes the fields in the Contact window and explains the type of information you can enter.

Address

Birthday

City

Company

Contact

Country

Department

Edit Date

E-mail

Fax

ID/Status

Last Attempt

Last Meeting

Last Reach

Last Results

Messenger ID

Phones (Standard, Mobile)

Referred By

Salutation

Spouse

State

Title

Web site

ZIP Code (Postcode)