<p><span style="font-size: 10pt;">You can add essential contact information such as a name, address, phone, email, and other information on the <span style="font-weight: bold;">Create a New Contact</span> window. You can categorize your contact's professional and personal data and associate it in a specific category, such as grouping all your sales representatives in a category called, Sales Team.</span></p>
<p><strong><span style="font-size: 11pt; font-family: arial,helvetica,sans-serif;">CREATE A NEW CONTACT</span></strong></p>
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<li><span style="font-size: 10pt;">From the My Contacts Page, click on the <strong>New</strong> button and select the Contact option,<br /><br /></span><img src="images/Contacts/newcatagorybtn.jpg" /><br /><span style="font-size: 10pt;"><br /> or in a blank area of the page, click your right-mouse button and select the <strong>New Contact </strong>option.<br /><br /></span><img src="images/Contacts/rightclickcategorybtn.jpg" /><br /><span style="font-size: 10pt;"><br /></span></li>
<li><span style="font-size: 10pt;">The Create a New Contact window appears. <br /><br /></span> 
<ul>
<li><span style="font-size: 10pt;">Fill in all of the appropriate information.</span></li>
</ul>
<span style="font-size: 10pt;"><br /></span> 
<ul>
<li><span style="font-size: 10pt;">Click <strong>Save<br /><br /></strong></span><img src="images/Contacts/savebtn.jpg" /></li>
</ul>
<span style="font-size: 10pt;"></span></li>
<li>Click on the <strong>Details </strong>tab. <br /><br /><img src="images/Contacts/detailstab.jpg" /><br /><br /> 
<ul>
<li> Fill in all of the appropriate information.</li>
</ul>
<br /> 
<ul>
<li>Click <strong>Save<br /><br /></strong><img src="images/Contacts/savebtn.jpg" /><br /><br /></li>
</ul>
</li>
<li>Click on the <strong>Categories</strong> tab.<br /><br /><img src="images/Contacts/categoriestab.jpg" /><br /><br /><span style="font-size: 10pt;">Click the <strong>right arrow</strong> to move the selected category to the Associated Categories column.</span><br /><br /> 
<ul>
<li><span style="font-size: 10pt;">Select the <strong>Category</strong> in the Unassociated Catefories column you wish to associate to the contact.<br /><br /></span></li>
<li><span style="font-size: 10pt;">Click the <strong>right arrow</strong> to move the selected category to the Associated Categories column.<br /><br /></span></li>
<li><span style="font-size: 10pt;">Click <strong>Save<br /><br /></strong></span><img src="images/Contacts/savebtn.jpg" /><span style="font-size: 10pt;"><br /><br /></span></li>
</ul>
</li>
<li><span style="font-size: 10pt;">Click on the <strong>Comments</strong> tab.<br /><br /></span><img src="images/Contacts/commentstab.jpg" /><br /><br /> 
<ul>
<li><span style="font-size: 10pt;">Enter in any <strong>Comments</strong> if necessary.<br /><br /></span></li>
<li><span style="font-size: 10pt;">Click <strong>Save<br /><br /></strong></span><img src="images/Contacts/savebtn.jpg" /><span style="font-size: 10pt;"><br /><br /></span></li>
</ul>
<ol> </ol></li>
<li><span style="font-size: 10pt;">From the Linked Items tab:</span><br /><br /><img src="images/Contacts/linkeditemstab.jpg" /><br /><br /> <span style="font-size: 10pt;">You may link items to your contact from this tab.<br /><br /></span> 
<ul>
<li><span style="font-size: 10pt;">Click on the <strong>Link an existing Item</strong> button to link to an item that has already been added to the portal.<br /><br /></span><img src="images/Contacts/linkexistingitem.jpg" /><br /><br /><span style="font-size: 10pt;"></span></li>
<li>Click on the <strong>Link a new Item</strong> to create a new HyperOffice item and link it to the contact.<br /><br /></li>
</ul>
</li>
<li>Once you have entered all the information for creating a contact, click on one of the following options from the General Tab, Details Tab, or             Categories Tab<br /><br /> 
<ul>
<li><span style="font-size: 10pt;">Click on the <strong>Save</strong> button to save the contact and continue editing the contact.<br /><br /></span><img src="images/Contacts/savebtn.jpg" /><br /><br /><span style="font-size: 10pt;"></span></li>
<li><span style="font-size: 10pt;">Click on the <strong>Save & Close</strong> button to save the contact and close the Create a New Contact window.<br /><br /></span><img src="images/Contacts/savenclosebtn.jpg" /><br /><br /><span style="font-size: 10pt;"></span></li>
<li><span style="font-size: 10pt;">Click on the <strong>Cancel</strong> button to cancel the current action and return to the My Contacts page without saving any data.<br /><br /></span><img src="images/Contacts/cancelbtn.jpg" /> 
<ul>
</ul>
</li>
</ul>
</li>
</ol>