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Adding Secondary Contacts

Secondary contacts are additional contacts related to the primary contact, such as a secretary or assistant. Secondary contacts do not appear in the main contact list. You can promote a secondary contact to full contact, but in doing so, you will lose its connection to the main contact.

To add a secondary contact:

1. At the bottom of the Contact Detail form, select the Secondary Contacts tab.
2. Click the New Secondary Contact  button at the top of the tab.

The New Secondary Contact dialog opens.

3. Enter the contact's details and click OK.

The contact appears in the list on the Secondary Contacts tab.

To delete a secondary contact, right-click it in the list and select Delete Secondary Contact from the shortcut menu.

To promote a secondary contact:

1. Select the secondary contact in the list.
2. Click the Promote  button.
3. In the dialog box that opens, select whether or not you want the primary fields to be duplicated and click OK.

Restricting User Access to a Record

By default, new contact records are made public to all users. However, you can make a contact record private, restricting access to only yourself:

1. At the bottom of the Contact Detail form, select the Contact Info tab.
2. Under Contact Access, select Private.