Cards

To manually create a business contact

You can manually create a business contact from any of three windows:

• View Contact Log window

• Card Information window - Contact Log view

• Cards List window

Idea:  Setting a recontact date for a card

1. If you're using the View Contact Log window, enter or select the name of the person or company you've contacted in the Name field.

(If you want to make a business contact for a person or company that isn't in your Card File, click the search icon next to the Name field to open a search list. At the bottom of the list, click the New button to open the Card File Entry window. Enter the details about the person or company, then click OK. The new card's name will appear automatically in the Name field of the View Contact Log window.)

2. Click the New button (in the View Contact Log window) or New Log Entry button (in the Card Information or Cards List windows) button to open the Contact Log Entry window.



3. Enter details of the business contact you made in the Contact Log Entry window.



4. When you're finished making entries in the Contact Log Entry window, click the Record button.

Related topics

• Creating business contacts