Configure a contact
- Last UpdatedJun 18, 2025
- 1 minute read
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On the Contact Summary window, select New.
A New (blank) Contact Properties window appears.
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Enter the data into the fields in the Contact tab.
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Select on the organization bar.
Connected Items for Contact appears.
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Select Edit.
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Select the organization desired.
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Select Connect and select the date range.
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Select Okay.
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Select the Phone Numbers tab.
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To add a phone number, select New to add a new line.
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Enter the Phone Number.
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Select the following icon (
) in Type and select the type of phone.
For example, Cell.
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Fill in the Description field.
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Select Save.
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Select Close.
Note: After you have initially configured your contact, it is possible to go back and edit it at any time.