Individual Contacts

Control of Adding, Editing and Deleting Contacts is easy.

Add a Contact

1. From the Toolbar select Contacts.
2. In the Navigation menu, click the name of the Company.
3. To add a personal contact, click the Personal Contact button.
4. In the bottom frame, click the Add button to open the Add Contact page Data stored in the following fields is automatically transferred to the new contact record: Display Type, Company Name, Address 1, Address 2, City, Province/State, Postal/Zip Code, Country, Work Phone, Fax.
5. Complete the fields as required, and then click the Update button.

Edit / Delete a Contact

1. From the Toolbar select Contacts.
   
2. In the Navigation menu, click the name of the Company.
   
3. To edit a contact, click the name of the contact to open the Edit Contact form. Make the required modifications, and then click the Update button.
   
4. To delete a contact, select the check box next to the contact, and then click the Delete button. At the Delete Confirmation message, click the OK button.

Note:  Contacts who are registered Synergy users and associated with a specific Contact Record in the Contact Directory cannot be deleted.

Transfer a Contact

The Transfer Contact command allows you to transfer contacts from one company to another.

1. From the Toolbar select Contacts.
   
2. In the Navigation menu, click the name of the Company.
   
3. Select the check box next to the contact, and then click the Transfer button to open the Transfer form.
   
4. From the Transfer To drop-down field, select the company you want to transfer the Contact(s) to.
   
5. Click the Transfer button. At the Transfer Confirmation message, click the OK button.