• Company - the full name of the company
• Address - the full address of the company
• Phone - the main telephone number of the company including dialing code
• Fax - the main fax number of the company including dialing code
• E-mail Address - the central E-mail address of the company
• Website - the Internet website address of the company
• Description - a description of the company's business in keyword form in the RMS database
• Employees - the number of permanent staff employed by the company
• Contact - the name of a person to contact at the company.

• Contacts - a list of contacts at the company. You can add and amend these contacts
• Notes - additional information about the company
• History - a list of activities that have been performed with the company using the RMS.

To ADD a Contact:

1. Click the Add button on the Contacts tab. The Contact Details dialog is displayed.
   
2. Enter the details about the new contact in the following fields:
   • First - the fist name of the contact
   • Last - the surname of the contact
   • Title - the contact's title
   • Salutation - the salutation to use when contacting the contact using the RMS
   • Position - the contact's position within the company. You can select a position from the drop-down list. If the position you require does not exist in the list you can click on the '...' button and create a new position using the Contact Types dialog, found on the right of the Position field
   • E-mail - the contact's E-mail address at the company
   • Phone - the contact's direct line telephone number at the company
   • Mobile - the contact's mobile telephone number.
3. Click the OK button to save the new contact details. The new contact appears in the list of contacts on the Contacts tab.

To EDIT a Contact:

1. Click on the contact that you want to amend on the Contacts tab.
2. Click the Edit button (you can also double-click on the name of the contact). The Contact Details dialog is displayed.
3. Change the details for the existing contact in the following fields by clicking in a field and typing over the existing information, as required:
   • First - the fist name of the contact
   • Last - the surname of the contact
   • Title - the contact's title
   • Salutation - the salutation to use when contacting the contact using the RMS
   • Position - the position within the company for the new contact. You can select a position from the drop-down list. If the position you require does not exist in the list you can click on the '...' button and create a new position using the Contact Types dialog, found on the right of the Position field
   • E-mail - the contact's E-mail address at the company
   • Phone - the contact's direct line telephone at the company
   • Mobile - the contact's mobile telephone number.
4. Click the OK button to save the contact details.

To Delete a Contact:

1. Click on the contact that you want to delete on the Contacts tab.
2. Click the Delete button. The contact is deleted and removed from the list in the tab.

• Details - basic information about the company
• Notes - additional information about the company
• History - a list of activities that have been performed with the company using the RMS.

• Details - basic information about the company
• Contacts - a list of contacts at the company. You can add and amend these contacts
• Notes - additional information about the company.

When you display the Contact Types dialog you see a list of the existing contact types.

To Add a Contact Type:

1. Click the New button in the dialog. The cursor moves to the Contact Type field.
2. Type the new contact type, for example Finance Director.
3. Click the Save button to save the new contact type. The new contact type is displayed in the list.

1. Click on the contact type that you want to change in the list to highlight it.
2. Click the Edit button. The contact type is displayed in the Contact Type field.
3. Change the contact type as required by overtyping the text.
4. Click the Save button to save the contact type.

1. Click on the contact type that you want to delete in the list to highlight it.
2. Click the Delete button. You see a message requesting confirmation that you want to delete the contact type. If the contact type is associated with a company contact a message is displayed informing you that you cannot delete the contact.
3. Click the Yes button to confirm the delete. The contact type is deleted.