Knowledge Base/Detailed Help by Workspace Section/Contacts

Action: Create New Contact

Workspace Support Team
posted this on April 23, 2011 08:34

Description: You can add information about clients and colleagues to the Personal Directory in your Contacts.

Directions:

  • Click the New button from the Command Row. The Contact Details window appears.
  • Use the File As: drop-down list to determine how you want the Contact to appear in your directory.
  • Click the phone number box to enter your Contact’s phone information.
  • You can change how the phone number is displayed by clicking Number Display and setting your preferences.
  • Enter Internet addresses (email, IM, text) for the Contact.
  • Enter the street or mailing addresses of the Contact.
  • Enter websites and FTP information for the Contact.
  • Click the Additional tab to enter other information for the Contact.
  • Click Save and Exit.