About Contact Cards

Contact Records

All the information you keep about a contact is maintained on a Contact Card.

In the software, every contact is either a Business contact, or a Home contact. The only difference is that Business contacts are filed alphabetically by company name, whereas Home contacts are filed alphabetically by the individual's last name.

How Home Contacts are Stored

In example below of a Home Contact, the contact will appear in lists of contacts (such as the Contact Manager's tree view) alphabetically by the File As name - 'Campbell, Sarah'.

How Business Contacts are Stored

In the example of a Business Contact below, the contact will appear in lists of contacts alphabetically by the company name - 'Abbotsford Auto Wrecking Ltd.'

Note that in this example, the name below the Company Name is the name of the owner of the company. Searching for 'George Crawford' using the software search tools would return this record.

 

Enterprise Contacts

Enterprise contacts are useful in all versions of the software. An enterprise contact will exist at the enterprise level of the company structure providing these common benefits: