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Contact Manager

Contacts Manager

The information entered in this table should include important contact information or physical addresses. Information that may need to be readily available if something was to happen to you. This includes information on family members, relatives, consultants, organizations and more. Contacts and addresses you enter here will be available in the form of a selection list in other categories. You can use the selection list to associate a contact to that entry. For example, the physical address of an asset.

You can filter the table information by sub-category, by using the context bar droplist. Below is an example of the context bar. Click on the label to display the list of sub-categories. Choose a sub-category to see only those entries. Click the All... item (the first item) to see all the table entries.

Table Information

Column Description
Category The sub-category for grouping information. Use the context bar to filter by a sub-category.
Name The contact Name. Include first and last name if appropriate or specify an identifier for items such as physical addresses.
Address The Street address for this contact or location.
City The City for this address.
State The State for this address.
Zip Code The Zip Code for this address.
Country The Country of this address.
Primary Phone Number The Primary Phone Number for this contact if appropriate.
Alternate Phone Number The Alternate Phone Number for this contact if appropriate.
Notes Any notes to associate with the contact.

Bubble help is available on most fields. Move your mouse over the field to display the help


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