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How to: Add Contact details to a contact (Agent).

  1. Contacts screen
  2. Search for Contact
  3. Double-click on Contact

    Organisation 

  4. Select Add to add Postal and Physical addresses

  5. Select Add to add Email, Phone, Fax, Facebook, Twitter and website

    Adding_Email_Phone_Address_etc_to_Organisation.png


    Individual

    4. Right-click under Contact Methods and select Add Contact Method... to add Email, Phone, Fax, Facebook, Twitter and website
    5. Select Change to add/edit a Physical Address
    6. Select Change to add/edit a Postal Address

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    Changing existing Contact Methods on a Contact

    Existing Contact Methods will appear on the right of the screen when the Contact is selected as at 1 below as an example. 

    1. Double-click on the Contact Method
    2. Change details as required and select OK

    Changing_existing_Contact_Methods_on_a_Contact.png