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Contact

Roll cursor over data fields below for more info


Overview- Edit or view contact information.

Status- Select Active, Potential or inactive to further categorize your contacts. Inactive contacts are not shown on lookup menus.

Type- Organize your contacts in various categories. Right click the down arrow to add or edit categories.

Number- Computer generated or user editable.

Added By- Computer generated - shows who created the record.

Created- Computer generated - shows when the record was created.

Update- Computer generated - shows when the record was last altered.

First Name- First name of the Contact.

Last Name- Last name of the Contact.

Middle Name- Middle name of the Contact.

Nickname- Nickname of the Contact.

Display- Select a name or nickname to be displayed throughout the program.

Email- The contact's email address.

Email button- Open the default email client to prepare a new email

Notes- Write detailed notes about the contact.

Add New Subject button- Opens the new subject dialog with the contact information as the default for the new subject.

Add Existing Subject- Look up an existing subject to add to this contact record and create an association.

Remove Button- removes highlighted item from the list.

Subject list- Displays all subjects associated with the contact.

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