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Specifying general information for clients

The Clients General tab contains contact information for the client. To use the Clients General tab after opening or adding a client, complete the following steps:

  1. Complete the Contact information area as follows:

a. Select from the Home/Work/Other list.

b. Type the Street address.

c. Type the City.

d. Type the State/Province.

e. Type the Postal code.

f. Type the Country.

g. Type a phone number for Phone number 1.

h. Type a different phone number for Phone number 2.

i. Type the Fax number.

j. Type the E-mail address.

  1. Type additional information about the client in the Notes area.
note

For example, you can include notes about the best time to contact the client or times of day to call Phone number 1 or Phone number 2.

  1. Click to save the information in the Clients editor, including the client's contact information.
    • Select File/Save As to save the file under a new name.

Using the Clients Editor