Enter client contact information
Add or update a client contact record, then save the contact details on the Contact Info tab.
- From theSetupmenu, chooseClients.
- In theClientsscreen, do one of the following:
- For a new client, selectAdd.
- For an existing client, select the client from the list, and selectEdit.
- Select theContact Infotab.
- Enter the contact information in the fields provided.TheFile asfield is required.TheCity,County,Country, andZipfields are custom fieldview fields. You can type a value or select one from the dropdown list. To add a new item, type the item and pressCTRL+Swhile the cursor remains in the field. You can also right-click the field and chooseAdd,Edit, orDelete.Select the Down arrow
to change the label on a phone number or address, for example, from HometoMobile.The address identified as theprimaryaddress is used for reports, dashboard portlets, and client listings. The address identified as themailingaddress is used for invoices and statements.Select theGet directionslink to view driving directions from your office to the contact location in your default web browser.You can enter up to three email addresses. Select the Down arrow to switch between email address records. If you want email messages for this contact to appear for a client in the Outlook Mail portlet on the Client dashboard, do the following:- In either theNamefield or theFile asfield, enter the contact name exactly as it appears in email messages you receive from the contact.
- In theE-mailfield, enter the email address exactly as it appears in email messages you receive from the contact.
- In theDisplay asfield, indicate how the client name and email address should appear, for example, John Doe (jdoe@company.com).
- Verify that the contact is either the primary contact for the client or has been added as an additional contact for the client. Email messages for additional contacts appear in the Outlook Mail portlet only if they are in the folder specified in .
- SelectEnterto save the information.
