Creating Contact Companies

You can create a contact card for each new company you interact with, for example a customer, vendor, prospective customer, bank, law firm, consultant, and so on.

Before creating a contact, you may want to check the settings in the Relationship Management Setup window.

To Create Contact Companies:

  1. Open the Contact Card window.

  2. Press F3 to enter a new company.

  3. In the No. field, enter a number for the contact.

    Alternatively, if you have set up a number series for contacts in the Relationship Management Setup window, you can press Enter to have the program enter the next available contact number.

    In the Type field, the program automatically enters Company.

  4. Fill in the other fields on the contact card. For Help about a specific field, click the field and press F1.

Related Topics

Creating Contact Persons

Assigning Business Relations

Assigning Industry Groups

Assigning Web Sources

Creating Contacts from Customers

Linking Contacts with Existing Customers

Entering Contact Profiles

The Contact Duplicate Search