How to add a Contact.

1.  Click '+ Add New'.

1.  Click "+ Add New".

2.  Select 'Contact'.

2.  Select "Contact".

3.  Enter relevant contact information.

3.  Enter relevant contact info.

Tip:  Use Copy2Contact to quickly capture contact info from a document, email signature, or Internet directory.

4.  Click '+ Additional Information' to add Email, Address, Phone numbers, and Notes.

4.  Click "+ Additional Information" to add Email, Address, Phone info, and Notes.

5.  Scroll down and click 'Save'.

5.  Scroll down and click "Save".

6.  View Contact details.

*View contacts by last name, first name or by first name, last name. Use the search bar to search specific names or scroll through the digital rolodex to find your contact.  

Also view:  

How to use Copy2Contact

How to edit a Contact

How to delete a Contact


Need more help?

Contact our Award-Winning Product Specialists at (888) 432-1529 or [email protected].