Adding New Contacts

 

1.  Select New from the contact screen task bar.

2.  Enter the contact’s name and personal information for any of the optional fields available.

NOTE:    Make sure you choose a Category for the contact.  Categories correspond to server address books.  If a category is not chosen, the contact will be added into a default category and may not be where you expect it to be on the server side.  See Address Book Mappings below.

a.  Select the Categories field.

b.  Select the category you want and click Done/OK (PPC).

3.  Select Done/OK (PPC) to save the new contact and return to the contact list.

 

Contact Screen Menu Options 

You may wish to use one of the following options from the task bar or Menu of the main contact screen:

Option

Description

Delete Contact

Deletes the selected contact.

View By

Choose to view by name or company.

Options

Set various view options.  (Pocket PCs only)

Filter

Specify which contacts to display.  Choose all contacts, recently viewed contacts, contacts without a category, or contacts within a specific category.

Remote Lookup

Search for a contact in a public address book located on the server.  (See Using Remote Lookup.)