SmarterMail 5.x Help
This documentation is for a product that is no longer supported by SmarterTools.

Create a New Contact

There are two methods of adding a new contact:

  1. Click the Collaborate button on the main toolbar, then click the Contacts control bar, and finally click New Contact from the left tree view; or
  2. Click the Collaborate button on the main toolbar, then click the Contacts control bar, then click All Contacts from the My Contacts tree view, and finally click the New icon from the actions toolbar.

For ease of use, the contact page is separated into tabs that group related information. This information is outlined below.


Personal Info

  • Display Name
  • Title (Mr./Mrs./etc.)
  • First Name
  • Middle Name
  • Last Name
  • Suffix
  • Email Address
  • Instant Messenger
  • Home Page
  • Date of Birth
  • Additional Info

Contact Info

  • Phone Numbers
  • Fax Numbers
  • Address Information

Company Info

  • Company Name
  • Job Title
  • Department
  • Office
  • Address Information
  • Website

Categories

  • Select which category or categories you would like to add this contact to
  • To add a category simply click the Master Categories button and add comma(,) separated categories to the list