To complete this procedure; you must have the Insert permission for Address Book entries. |
When you add entries for Companies and Individuals; you must specify all of the details on the entry. You can add Companies and Individuals as regular entries or as sales leads.
- Open the Address Book.
- Select Edit Add Company or Individual.
– or –
Right-click and select Add Company or Individual.
The Details following pane opens with blank fields for your new entry.
Mandatory fields that must be completed when creating a new entry are highlighted in red.
- Enter the basic information for the Company or Individual including name; address; phone numbers; and email addresses.
- From the Key Fields for drop-down list; select a Key Fields list; and enter values for the fields in the list.
- Click Save to save the entry to the Address Book.
After the entry is saved; you can select the User-Defined Fields following pane to fill-in more information about the entry.