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Use this form to enter or view information about prospects, leads, opportunities, customers, contact persons, competitors, and employees.

Navigating the form

The following tables provide descriptions for the controls in this form.

Filter

Filter

Description

Select how you want to view the relationships between parties.

Tabs

Upper pane

Tab

Description

View or create directory records.

View or add general information about the selected directory record.

View or add personal information about the selected directory record.

View or add address information about the selected directory record.

View or add communication information about the selected directory record.

View or add relationships about the selected directory record with another directory record.

Lower pane

Tab

Description

View associated entities to the selected directory record.

View or add activities for the selected directory record.

Buttons

Upper pane

Button

Description

Open the following forms:

  • - Add, view, or edit new address information for the selected directory record.

  • - Create or view customer records for the selected directory record.

  • - Create or view a vendor record for the selected directory record.

  • - Create or view a business relation record for the selected directory record.

  • - Create or view a contact record for the selected directory record.

  • - Create or view an employee record for the selected directory record.

  • - Create or view a competitor record for the selected directory record.

Select a submenu to:

  • Check for duplicate directory records.

  • Merge directory records.

  • Add the selected directory record to your contacts in Microsoft Office Outlook.

  • Update contact information for the selected directory record.

Lower pane

Button

Description

Open the following forms:

  • - View details about the selected customer record.

  • - View details about the selected vendor record.

  • - View details about the selected contact person record.

  • - View details about the selected business relation record.

  • - View details about the selected employee record.

  • - View details about the selected competitor record.

Open the form.

Fields

Field

Description

Select one of the following directory types for the global address book record:

  • - The address book record is for an individual person.

  • - The address book record is for a business or other organization.

Enter the name of the person or organization.

Note Note

If you have set up a communication type and the address is public, you will see a presence indicator next to the %1 name. Click the indicator to contact the %1 or complete other Office communicator tasks.

Enter the name that you want to use when searching for this record.

View the directory identification number for the selected record.

Enter a professional prefix for the person if applicable.

Select a salutation for the person.

Enter the person's first name.

Enter the person's middle name, if applicable.

Enter the person's last name.

Enter a suffix for the person, if applicable.

Enter a professional suffix for the person, if applicable.

Change the order in which the person's name is displayed.

Select the language to use with the directory record.

Enter any notes or details about this record. This field can be viewed by all users who have permissions to view this form.

Enter the organization's number of employees.

Enter the organization's organization number.

Select an ABC code filter.

Enter the organization's or person's initials.

Select the gender of the person.

Enter the person's nickname, if applicable.

Enter the person's marital status.

Enter the person's birthday, if applicable.

Enter the person's anniversary, if applicable.

Enter the names of the person's children, if applicable.

Enter any known hobbies of the person, if applicable.

Select this check box to allow all users to view the selected directory record's address.

Select this check box if this is the primary address for the selected directory record.

View the address name.

Select the address type.

Enter the street name of the organization or person's location.

Enter the Zip/Postal Code for the organization or person.

Enter the city in which the organization or person is located.

Enter the county in which the organization or person is located.

Enter the state in which the organization or person is located.

Enter the country/region in which the organization or person is located.

View the full address of the organization or person.

Select the preferred method of communication for the organization or person.

Select the status of communication with the organization or person.

Enter the communication number for the organization or person.

Enter the phone extension.

Select this check box to use the selected e-mail address as the Office Communicator sign-in address.

Select an identification type for the relationship.

Select the first party of the relationship.

Select the relationship type between the two parties.

Select the second party of the relationship.

Select the status of the relationship.

View the identification for the area data.

Select the description of the transaction.

View the account number of the associated entity.

Select this check box if the activity is closed.

View the date that the activity is scheduled to take place.

View the start time of the activity.

View the end time of the activity.

View the priority of the activity.

View the purpose of the activity.

View the category of the activity.

View the employee responsible for the activity.