Contacting Your Contacts

While an account generally refers to a company, a contact is the actual person with whom you do business. Although you enter contact information in pretty much the exact same way as you do account information, some of the fields differ a bit. For example, you’ll probably need to store more than one e-mail address — and possibly an IM address as well.

You’ll use the account record to keep details about a company or an organization, and the contact record to capture information about the people with whom you have a business relationship.

If you shut your eyes while adding a contact record, you’d probably think you were adding an account record. (Actually, you’d probably better keep those eyes open when adding any kind of record into Office Live, but you get the drift.) You’ll see very little difference between your account and contact records.

Follow these steps to add a contact to Business Contact Manager:

1. Click Business Contact Manager from the Office Live Home page
Navigation bar.

2. Click the Contacts tab.

3. Click New on the Contact tab toolbar.

4. Type the requested information on the Communicate tab.

5. (Optional) Click the Details tab and add more details.

6. (Optional) Click the Personal tab and add more details.

7. (Optional) Click the Comments tab to add a comment about the
contact.

8. (Optional) Click the Tracking tab to log in items about the contact.

9. Click OK to save your changes and exit the New Item page.

If you have several people who are all working for the same company, chances are pretty good that they all share the same business address. If time is not an object, feel free to add all those contacts in one by one — but if you’re in a rush to fit in a few rounds of golf before the sun sets, you can duplicate a record:

1. Click the drop-down arrow next to a last name on the Contacts tab
and choose Copy Item.

2. Fill in the appropriate first and last name, as well as any other
changes you might have.

You’re good to go!

You can add a contact quickly directly from the Business Contact Manager dashboard. Look for the Quick Add: Contact section where you can add a few small details (Last and First name, e-mail and phone), and you’ll be on your way.

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