Add New Contact Wizard - Step 3

Last modified 07:45, 24 Apr 2017

Overview

The information you enter in this Address window is identical to that on the Addresses tab of the Contact page. You can enter addresses by adding a new address to the database or by linking the contact to an existing address.

Enter addresses for the contact

  1. Select the Address Type required.

  2. Click the Ellipsis button File:dirname/central/040_Contacts+and+Clients/150_Using+the+New+Contact+Wizard/040_Add+New+Contact+Wizard+-+Step+3/bttn_ellipsis.gif in the Address field.

  3. In the Address Search and Maintenance window, In the top row, enter the house or building name and number, Street name, Town, State Postcode and Country details.

  4. Click Link and then click OK on the Success message.

  5. Repeat Steps 1 to 4 for each Address Type required. 

The Address Type options available in the drop-down list depend on the types set up in the Maintenance menu.

The new addresses are added to the database and can be linked to other contacts, clients, and employees.

  1. Enter the Phone, Fax and Mobile numbers.

  2. Right-click the Enter E-Mail Address Here link and enter the email address.

  3. To continue using the Wizard, click Next.

The Step 4 window opens. This is where you enter any notes about the client.

Link the contact to an existing address

  1. Select the Address Type required and then click the Ellipsis button File:dirname/central/040_Contacts+and+Clients/150_Using+the+New+Contact+Wizard/040_Add+New+Contact+Wizard+-+Step+3/bttn_ellipsis.gif.

  2. In the Address Search and Maintenance window, select the search criteria from the drop-down list in the Find a field.

  3. In the which starts with field, enter the search text click Search.  

The addresses matching your search criteria appear in the listing.

  1. Select the address you want to link the contact to and click Link and then click OK in the Success message.
  2. Repeat Steps 1 to 5 for each Address Type required.

  3. Enter the Phone, Fax and Mobile numbers.

  4. Right-click the Enter E-Mail Address Here link and enter the email address.

You can choose to continue with the Wizard to add the client to the database or click Finish and complete the details on the Client page later.

  1. To continue using the Wizard, click Next.
    The Step 4 window opens. This is where you enter any notes about the client.

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