Creating a contact

A contact is a person or organization you correspond with. You can store information about contacts such as job titles, phone numbers, addresses, e-mail addresses, Internet e-mail addresses, and notes.

1. Open your Address Book by clicking the Open my Address Book button on the Agenda toolbar.

2. Click the New Contact button on the Address Book toolbar.

3. Select the General tab in the New Contact dialog box.

4. Enter the contact's first and last name.

5. In the Address area, enter the person's Business and Home information. You can toggle between the two options to enter the information.

6. You can include the person's e-mail address, Web page, additional phone number and other information. Select the appropriate options from the drop-down lists.

7. You can specify your relationship to the person by using the Relationship drop-down list.

8. Click Categories to assign a category for the contact. Categories are used to classify your contacts and can be used to filter entries in the Address Book View. See Creating a contact category for more information.

9. Select the Business tab to enter information such as the person's title, company and department.

10. Select the Personal tab to enter information such as the person's birthday, wedding anniversary or add custom dates.

11. Click the New Daily Note button next to any of the dates you specified if you want to create a repeating daily note in your Agenda to remind you about a special occasion.

12. Select the Notes tab to enter additional information pertaining to this contact. You can enter up to 30,000 characters in the Notes field.

13. You can also define your own labels for the Custom fields and enter the appropriate information. See Setting custom fields for your contacts for more information.

See also:

Creating a contact category