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Knowledgebase : Contact Management
 


Click on the Options button on the Contacts screen then click on "Tab Order". Put a check in the checkbox next to each field that you would like to skip when tabbing through boxes on the New Contact or Edit Contact window.
Please follow the instructions below to determine your modem's COM port setting and / or to make sure that your modem is connected and working properly on your computer. 1. Right click your Start menu, then left click on Explore All Users to open Window...
In the Edit Contact window, set the Business for each contact to the business you want them to be associated with. Once you are sure that all contacts are properly set, you can set the program to only display those contacts associated with each busine...
Click on the Options button on the Contacts screen, then click on "Misc" . Select the checkbox next to "Check for duplicate contacts"  and click OK.
EXPORTING INFORMATION FROM OUTLOOK EXPRESS1. Open Outlook Express. 2. Click on the Export option on the File menu. 3. Select Address Book. 4. Select "Text File (Comma Separated Values)". 5. Click on Export. 6. Enter a location (path) for ...
There is an "Addl" button to the immediate right of the second Group box on the New Contact and Edit Contact windows, allowing you to associate a contact with additional primary groups for filtering purposes. You can associate a person with as...
Use the Merge button on the Contacts screen to combine two contact listings without losing track of any of their sales and event connections.
There should be a blue "Title" bar at the very top of the Consultant Front Office window.Click on the title bar (hold it down) and "drag" the window into view.
When you click on the Copy button at the bottom of the Contacts screen, the program copies the currently selected contact's entries into a new record and then opens the Edit Contact window to that new record. This feature is useful for duplicating addre...
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