To manually create a business contact

If you haven't already read the Business Contacts Overview, see Creating business contacts for more information.

The View Contact Log window should be displayed.

  1. In the Name field, enter or select the name of the person or company you've contacted.

  1. Click the New button to open the Contact Log Entry window.
  2. Make entries in the Contact Log Entry window to specify the details of the business contact you made.

Idea: Setting recontact dates

Use the Recontact Date field in the Contact Log Entry window to note the next time you should contact a card. You can use this date to:
- View a list of people you need to contact in the Contact Alert section of the To Do List
- Designate which mailing labels you'll print in the Print Mailing Labels window
- Choose the cards for which you'll create letters using the Create Personalised Letters window

  1. When you're finished making entries in the Contact Log Entry window, click the Record button.