Adding a Contact to the Business Directory

If a contact provides a service that might be of interest to your other contacts, add the contact to your Business Directory.

Note: The contact-specific Business Directory tab is used to include individual contacts in your business directory and enter additional business directory information. The Business Directory button in the top navigation bar is used to search and return a list of all contacts that are included in your business directory.

To add an existing contact to your Business Directory:

1.   Open the contact record, and then click the Business Directory tab (not the Business Directory button in the top navigation bar).

The information from the Work Details section of the Contact Profile tab is shown on the Business Directory tab.

Tip: Remember to assign a Business Type in the Work Details section of the Contact Profile tab.

2.   Select the Include in Business Directory check box at the top of the tab.

Tip: You can also select the Include in Business Directory check box in the Work Details section of the Contact Profile tab.

3.   Optionally, enter an alternate contact, a description of the company services, notes, or any special promotions.

4.   Click Save.

For information about searching or printing the Business Directory, see Using the Business Directory.