Contacts

Group/Details Tab

Main Menu > Contacts > Group/Details tab

Tip: The Group/Details tab is located at the middle bottom of the Contacts file.

• Set yourself above your competition with your customer service and design your marketing campaigns using this data.

• Track customer birthdays, anniversary’s, children’s names, spouses, pets, hobbies or any other grouping you wish using the Group/Details field.

Add a Group and Enter the Details

1. Click in the Group field and choose an option.
   
   Or click Edit… menu option to add a new one.

2. Type in the Details in the next field, i.e. spouse’s name.

3. In future, search for anything in these fields using Find button.

Tip: This information may also be entered from the New Contact Enter Information screen.

Group/Details Tab Explained

Group Drop-down

• A drop-down list of available Groups. Choose Edit... menu option to add a new one.

Details Field

• A pop-up calendar; preset to the current date; automatically added if a Note is entered first.

Delete Button

• Empties the contents of the entire row on which the button appears.

 

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