Place your cursor inside the text boxes (click the black arrows to expand larger text areas) and make your changes. You can manage a contact's information through the Contact Detail panel. To open the panel, focus on an individual by opening your My Contacts folder in the Contact Panel and selecting that person's name from your list, or choose an individual from the Recent Response panel. If you choose this path, click Full View from the Contacts panel to open the contact detail panel.
Add and edit general information about your contact under the Contact Info tab; track and manage interaction information through the Interactions tab.
Contact Information Tab
Place your cursor inside the text boxes (click the black arrows to expand larger text areas) and make your changes.
Click the Save button to save changes in the system; to save your changes in Outlook as well, click the Save to Outlook button. Note: Any changes you make in the Outlook window will be saved only in Outlook.
When you click on the tab, you will see a list of all the interactions you have had with this contact. All email communication and any information you enter via the New Communication window is added to this list automatically.
You can manage other types of communication (phone calls, faxes, postal mailings, meetings) here as well. To log a new interaction, select New (located next to the Details column header). This will open the New Communication window.
From here select the type of communication you wish to create (outbound call, incoming call, meeting, mailing, fax, event, or shipment).
Select the type of communication, and then click the black arrow to display type-specific details. In the example to the left, the user is logging a call to contact that resulted in a voicemail message. The user has scheduled a follow-up call to occur in two days.
Once complete and saved, all communications will be displayed in the Recent Response window.