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Contact Cards

You can store multiple sets of additional information for each contact, such as separate work and home addresses and phone numbers, and more.

TIP: Include phone calls in contact histories

You can now call any contact by phone (VOIP) directly from your Email Center Pro account. To enable this feature, add a phone number to the Contact Card.

PROCEDURES

1. Click the Contacts tab
2. Click to select a contact name from the list
3. Click Open Contact on the toolbar
4. The left-hand pane shows Tags, conversation History, and any existing Contact Cards associated with this contact
5. Click Add New Card
6. Type in a Label for this card (Work, Home, Personal, Department name, etc.)
7. Type in information for Company, and/or Address
8. Click Add New Field to add other types of contact data
   1. Use the drop-down list to select the data type (phone, Fax, IM, etc.)
   2. Type in the relevant data
9. Click Save Details to save your changes
10. Click Add New Card again to add a new set of details

After Contact Cards have been added, you can click the Edit link in that card to change or remove those details.

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