Contact

Contacts are useful for keeping track of acquaintances who are known to both you and your customers. To create a new contact, go to File > New Item > Contact. A form like this will appear:

New Contact: Main Info

 
The Contact form is similar in nature to the other data forms, except that it is specialized to hold data on a single person. On the Main Info tab, you may enter information that describes this contact--specifically their name and different methods for reaching them. It is important to note that the Main Info tab shows which company or location the contact is associated with. A typical filled-out contact form may look like the example below:

Contact: Ben Franklin - Main Info

The More tab allows you to enter additional information.This includes fields for where the contact resides as well as their family details, if applicable.

Contact: Ben Franklin - More

The Notes tab lets you write any comments desired.

Contact: Ben Franklin - Notes