Open the Contact Card window.
Displays information about your contacts. It contains both basic information that you use for your everyday business (for example, the name, address, and phone number of your contacts) and more detailed information, which can help you improve and personalize your business relationship with your contacts. In this window, you can create a card for each new contact company or person that you want to record in the program.
The Contact Card window is composed of two parts:
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The header, which contains general, communication, segmentation, and foreign trade information about the contact.
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The lines, which contain an overview of the contact's profile. You can enter the contact's profile in the Contact Profile Answers window.
For Help about a specific field, click the field and press F1.
Tip |
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For more information about how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |
See Also
Calling Contacts
Synchronizing Contacts with Customers, Vendors and Bank Accounts
How to: Create Interactions
How to: Enter Contact Profiles
How to: Link Contacts to Existing Customers
How to: Use Online Map to Find Locations
How to: Use Online Map to Find Directions
The Contact Duplicate Search
How to: Create To-dos
How to: Create Opportunities
How to: Create Contact Companies
How to: Search for Contact Information on the Internet
How to: Create Contact Persons
Contact Profile Answer
Contact
Synchronizing Contacts with Customers, Vendors and Bank Accounts
How to: Create Interactions
How to: Enter Contact Profiles
How to: Link Contacts to Existing Customers
How to: Use Online Map to Find Locations
How to: Use Online Map to Find Directions
The Contact Duplicate Search
How to: Create To-dos
How to: Create Opportunities
How to: Create Contact Companies
How to: Search for Contact Information on the Internet
How to: Create Contact Persons
Reference
Contact Profile AnswersContact Profile Answer
Contact