This window is where you create and edit company and person type contacts. See Core Concepts for more information about contacts.
This tab is where the main difference between a company and person contact is seen. If you are creating a company contact, only one name field is present. For a person contact, there are many name related fields.
In all practicality, most people only enter the first and last name. When you enter a contact's name or see it in a list elsewhere in Fusion, it will come from the first and last names being put together.
You can associate as many phone numbers with a contact as you like using this tab. Click the + button to add a new phone number. Click the - button to delete the selected phone number. To edit a phone number, select it in the list and use the fields below to make changes.
If any phone numbers have been entered, exactly one of them must be marked as the primary one. You can mark a phone number as primary by clicking the appropriate checkbox in the Primary column of the list. Fusion uses this information to know which phone number to display in other areas of Fusion where there is only room for one phone number.
A contact can have any number of postal type addresses associated with it. To add a new address, click the + button. To delete an address, select it and click the - button. To edit an address, select it and make changes in the fields below.
If any addresses have been entered, exactly one of them must be marked as the primary one. You can mark an address as primary by clicking the appropriate checkbox in the Primary column of the list. Fusion uses this information to know which address to use in other areas of Fusion.
This tab is where you enter other kinds of addresses you want associated with a contact, including email addresses. To add a new address, click the + button. To delete an address, select it and click the - button. To edit an address, select it and make changes in the fields below.
If any addresses have been entered, exactly one of them for each type must be marked as the primary one. You can mark an address as primary by clicking the appropriate checkbox in the Primary column of the list. Fusion uses this information to know which address of each type to use in other areas of Fusion.
|If you Right-Click and email address or website address in the list, you will be given a choice to create an email addressed to this contact or open their website in a browser.|
You can categorize your contacts in meaningful ways that making finding and working with them easier in Fusion. For example, you can tell Fusion who all you buyers are and who all your customers are. You can also add additional keywords to be used when searching for contacts. As your contact list grows, this can be helpful in being able to find them quickly, even if you don't remember their name.
A contact can be in as many categories as you like. To place a contact into another category, click the + button and choose a category. You can also create new categories by clicking the + button and choosing New Category. You will then be asked to supply the name of a category. To remove a contact from a category, select the category in the list and click the - button. You can also change the name of a category by Double-Clicking the category name in the list and then entering a new name. (Changing a category name here does not change the name of the category for all contacts in the original category—it just places this contact in the new category name, creating the category if it doesn't already exist.)
Keywords are simply more search terms you can add to a contact to make it easier to find them when you can't remember their name. For example, if you added plumbing to the list for a plumber, you could search for plumb and find this contact.
To add a keyword, click the + button and enter the keyword. Double-Click a keyword to change it. Or select a keyword and click the - button to remove it.
If you are looking at a company contact, the last tab will be labeled People. If you are editing a person contact, the last tab will be labeled Companies. In either case, this is where you associate companies with people or visa-versa.
To make an association, click the + button. You can then enter the name of the company or person and a title of the person at the company. Note that the contact must already exist for you to make the association. To edit an association, select it and use the fields below to make changes. To remove an association, select it in the list and click the - button.
|Double-Click an associated contact in the list to open their contact window. This is helpful if, for example, you are looking at a company contact, but need the personal phone number of one of the people that works at the company.|
When you are finished making changes, click the Save button to save your changes. Otherwise, click the Cancel button to not save your changes.
|You can type Control-Left Arrow/Right Arrow (Command-Left Arrow/Right Arrow on Mac) to navigate between the tabs in this window. Also, type Control-+ (Command-+ on Mac) to add a new entry in any of the lists in the tabs.|
You can open this window by going to Fusion Core → Contacts → New Company, Fusion Core → Contacts → New Person, or by creating or editing a contact from many other places within Fusion.