Creating 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 settings in the Relationship Management Setup window.

To Create Contact Persons:

  1. Open the Contact Card window.

  2. Press F3 to enter a new person.

  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 contact number.

  4. In the Type field, click the AssistButton and select Person.

  5. Click the AssistButton to the right of the Company No., select the contact company the person works for and click OK.

    If the person does not work for a recorded company and you want to record them as independent, leave the Company No. field empty.

  6. In the Name field, enter the name of the person.

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


The program copies the contents of the fields that you have selected on the Inheritance tab in the Relationship Management Setup window from the company to the persons within that company.

Related Topics

Entering Person Name Details

Entering Contact Profiles

Assigning Pictures

Assigning Alternative Addresses

Assigning Job Responsibilities

Assigning Mailing Groups

Assigning Organizational Levels