You can create a contact card for each new company you interact with, for example, a customer, vendor, prospective customer, bank, law firm, consultant, and so on.

Before creating a contact, you may want to check the settings in the Marketing Setup window.

To create a contact card for a company

  1. In the Search box, enter Contacts, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. In the No. field, enter a number for the contact.

    Alternatively, if you have set up a number series for contacts in the Marketing Setup window, you can press the Enter key to select the next available contact number.

  4. In the Type field, select Company.

  5. Fill in the other fields on the contact card.

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