How to: Create Contact Persons
You can create a contact card for each contact who works for the companies you interact with. For each contact company you can enter as many contact persons as you want. You can also create contact cards for the persons that you want to record as independent.
Before creating a contact, you may want to check the Inheritance settings in the Marketing Setup window.
To create a contact card for a person
In the Search box, enter Contacts, and then choose the related link.
On the Home tab, in the New group, choose New.
In the No. field, enter a number for the contact.
Alternatively, if you have set up a number series for contacts in the Marketing Setup window, you can press the Enter key to select the next available contact number.
In the Type field, select Person.
In the Company No. field, select the contact company the person works for, and choose the OK button. The Contact card will be filled in with information from the company contact card.
If the person does not work for a recorded company and you want to record them as independent, leave the Company No. field empty.
In the Name field, enter the name of the person. Choose the AssistEdit button to enter additional information about the contact.
Fill in the other fields on the contact card.
Note
The contents of the fields that you have selected on the Inheritance FastTab in the Marketing Setup window are copied from the company to the persons within that company.
See Also
Tasks
How to: Enter Name Details
How to: Enter Contact Profiles
How to: Assign Pictures
How to: Assign Alternative Addresses
How to: Assign Job Responsibilities
How to: Assign Mailing Groups
How to: Assign Organizational Levels