Using the Contact window tabs

Notes tab

By default, all notes associated with the current contact appear in the Notes tab, but you can use the Dates and Select Users filters to change the display of the notes. From the Options menu, you can choose to customize columns, which allows you to add or delete columns that display on the tab. For information about working with notes, see Working with notes for a contact, company, or group.

History tab

A history item is automatically generated as the result of an action such as holding a meeting, sending an e-mail message, attaching a file to the contact record, and so on. You can also manually create a history item to document an action performed, such as sending a fax. From the History tab, you can use the Dates, Types, and Select Users filters to change the display of the history items.

Activities tab

From the Activities tab, you can view all activities scheduled with a contact. You can schedule, reschedule, and sort the activities from the tab. For more information, see About activities.

Opportunities tab

By default, all opportunities for a contact appear in the Opportunities tab. You can filter the list by date, status, user, and contact, and you can create and complete opportunities. For more information, see About opportunities.

Groups/Companies tab

This tab displays a list of all groups and/or companies that the contact is a member of. You can choose to view Groups and Subgroups, or Companies and Divisions. You can also add contacts to a group or company from this tab.

Documents tab

From this tab, you can add any type of documents, such as Microsoft Excel spreadsheets, to a contact, company, or group record. This lets you easily open and edit the document from within ACT! Premium for Web Server. For more information, see About the Documents tab.

User Fields tab

This tab contains definable fields that you can use for any type of contact information. For example, you may use the User 1 field to enter a contact's hobbies or where he/she like to dine. For more information, see Editing a field.

Contact Info tab

Many of the fields in this tab are completed automatically and cannot be edited. However, you can designate whether the contact is public, private, or limited access and select a Record Manager from this tab.  

Home Address tab

This tab includes fields for a contact's personal information, such as various phone numbers and addresses.

Secondary Contacts tab

This tab contains fields for the names and phone numbers of contacts that are associated with the current contact. For example, you may want to add the name and phone number of the contact's assistant, manager, or partner as a secondary contact. From this tab, you can also promote the secondary contact to a full contact. For more information, see Adding secondary contacts.