Small company logo:
   History
 
Advertising banner:
 
 61
Home • Help • Form • 61
 
Form tabs
Use this form to add an entry to the Directory and record information about this contact. Only you and others who have access to this information will see this entry in the Directory list.
This form has a body, like a message form, where you can store additional information.


Quick name
The contact's name as you want it to appear in the Directory.
If you don't update this field, it is automatically filled in when you enter the name information on the General tab. You can change what FirstClass puts in this field.
51603_12419_11.png If you are a FirstClass Unified Communications user and you want to address messages using your phone, precede the person's name with a phone number. (Example, 9055554567 Bob Smith. When you address the message by phone, enter 9055554567 when prompted for the "To" name and the message will be delivered as a voice attachment to Bob's email address.)
Category
Any category that is useful to you.
You can organize addresses by category in list view (as we have organized documents in our help). In addition, categories are color coded in index card view.



General tab
Use this tab to provide contact information.


Name & Contact Info
Last name
The contact's last name.
First name
The contact's first name.
When you enter this information, it is automatically copied in the "Quick name" field.
Title
The appropriate title, such as Mr. or Mrs.
Choose or type the title.
Company
The contact's company.
Choose the type of information you want to add in this field.
Email
The contact's email address.
If the address is not yet in the Directory, type it, then press Tab.
If the address is in the Directory, enter it the same way you would address a message.
Address
The contact's mailing addresses.
You can supply a work and home address, plus one other address.
The Map button opens the map web page for the address. You can specify which map web site you want to use in your preferences.
Chat & Web
The contact's instant messaging service and ID. You can specify two instant messaging connections.
Web site
The URL for this contact's web site.
Birthday
Click the field to open a popup calendar. To scroll months, click the single arrow buttons. Click the appropriate date, then click OK. You can also click Today to specify today's date.
Birthday reminder
This is stored in FirstClass, but only works on the Palm.




Custom tab
Use this tab to supply information of your choice.



Notes tab
Use this tab to add freeform notes about the contact.


Synchronize entry with handheld device
1
Select this checkbox to synchronize this contact with device 1 defined on the Handheld Devices tab of the Preferences form.
2
Select this checkbox to synchronize this contact with device 2.
3
Select this checkbox to synchronize this contact with device 3.
4
Select this checkbox to synchronize this contact with device 4.



Attachments tab
Use this tab to attach files to this contact. To attach a file, drag it to the field on this tab, or click Browse to search for the file. To attach a FirstClass object, drag it to the field.
For more information