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.

    (If you want to make a business contact for a person or company that doesn’t exist in your Card File yet, click the search icon next to the Name field to open a search list. At the bottom of the list, click the New button to open the Card File Entry window. Enter the details about the person or company, then click OK. The new card’s name will appear in the Name field in the View Contact Log window automatically.)

  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 Mailing Labels window
- Choose the cards for which you’ll create letters using the Personalized Letters window
  1. When you’re finished making entries in the Contact Log Entry window, click the Record button.

To manually create a business contact