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.
Open the Contact Card window.
Press F3 to enter a new company.
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.
Fill in the other fields on the contact card. For Help about a specific field, click the field and press F1.
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