Adding Contact Records

Contact records can be added to the database from several areas of the program. Common methods for adding a Contact record include clicking the Add or Super Add button from the Contact Summary tab, and adding a record after a record search.

Add vs. Super Add

The Add and Super Add buttons are accessed from the Individual Contact record Summary and Personal tabs, and from the Business Contact record Summary and Business tabs.

• Add

  The Add method is used to enter minimal Contact information quickly . An example of an appropriate time to use this method is when entering basic information from a business card.

• Super Add

  The Super Add method is used to add extensive Contact information. This method includes those fields of the Add method along with the options to Add Additional Contacts, Add Household Members, Add Household Information, Add Professional Advisors, and Add SmartPad Entries.

Adding Contact Records - Summary Tab Method

1. Select Contact Search from the Contact menu to open the Search Individual/Business Contact dialog box.

2. Select the Search Individual Contacts option and enter the first letter of the last name of the contact in the Last, First Name field.

Note: Substitute Search Individual Contacts with Search Business Contacts and type the first letter of the business name in the Business Name field to add a Business Contact.

3. Click the Search button to open the Contact Summary list.

Note: If no criteria is found, click No to open the Summary tab.

4. Click either the Add or Super Add button to open the New - Contact window.

5. Enter the Contact information and then click the Save & New button to save the information and add another Contact record.

6. Click the Save & Close button to save the information and return to the Contact Summary list.

Adding Contact Records - Search Method

1. Select Contact Search from the Contact menu to open the Search Individual/Business Contact dialog box.

2. Select the appropriate Search Individual Contacts or Search Business Contacts option.

3. Enter the name of the Contact that is being added to the database, and then click the Search button.

   Some of the advantages to entering the actual name of the Contact to be added before clicking the Search button are:

   • Records with matching names will be displayed and can be checked before adding the new record to avoid duplicate data entry.

   • If no matching records are found, the new Contact name is automatically transferred to the appropriate fields when adding the new record.

4. If the prompt to add a new record appears, click Yes to open a blank Contact record. If matching records are found, the records will be displayed in a summary list. Click the Add or Super Add button on the summary list to open a blank Contact record (Summary Tab Method).

5. Enter the Contact information and then click the Save & New button to save the information and add another Contact record.

6. Click the Save & Close button to save the information and return to the Contact Summary list.