How to: Create Contact Persons
You can create a contact card for each contact who works for the companies you interact with. For each contact company you can enter as many contact persons as you want. You can also create contact cards for the persons that you want to record as independent.
Before creating a contact, you may want to check the Inheritance settings in the Marketing Setup window. Setting up inheritance enables information about contact companies that is common to contact persons, such as address details, to be automatically copied from the contact company to the contact person each time you create a contact person for a recorded contact company.
To create a contact card for a person
- Choose the icon, enter Contacts, and then choose the related link.
- Choose the New action.
In the No. field, enter a number for the contact.
Alternatively, if you have set up a number series for contacts in the Marketing Setup window, you can press the Enter key to select the next available contact number. For more information, see Creating Number Series.
- In the Type field, select Person.
- Fill in the other fields on the contact card.
The contents of the fields that you have selected in the Inheritance section of the Marketing Setup window are copied from the company to the persons within that company.
Setting Up Relationship Management
Assigning Mailing Groups to a Contact
How to: Set Up Job Responsibilities on Contacts
How to: Set Up Organizational Levels for Contact Persons
Synchronizing Contacts With Customers, Vendors, and Bank Accounts
Working with Financials