How To ... 
 
Manage contact information  

Overview 
Adding Contacts 
Deleting Contacts 
Entering Contact Data 
Attaching Notes 
User Defined Fields 
Navigating Between Contacts 
Printing Contact Data 
Browsing The Contact List 
Creating a Report 

Overview 
The basic unit of information in CyberContact is the contact record. Each contact record can represent a person, a company, a Web site, a project, or any combination thereof. 

The basic contact information is displayed in the Main Screen (opens first when you enter the program, can be accessed by clicking the Main tab on the tab bar). In addition you can use 20 additional fields of information that you can custom define, these fields are located in the User Fields Tab (click the User Defined tab on the tab bar to access). 

You can also attach notes to each contact record. The notes are located in the Notes Tab (click the Notes tab on the tab bar). 

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Adding contacts 
To add a new contact: 

1. From the Edit menu, choose New Record, or click the Add A New Contact button  in the Button Bar. A blank contact record appears. 
2. Enter contact information in the displayed fields.
3. Click the Save button on the Navigation Bar or navigate to another record. 

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Deleting contacts 
To delete a contact: 

1. From the Edit menu, choose Delete Record. Or click the Delete Active Contact button on the Button Bar. Or press Ctrl+Del on the keyboard. A dialog box appears. 
2. Click OK.

Entering contact data 
The Main Screen displays 27 fields where you can enter contact information, use the Tab key to move from field to field. 
The fields include: 

1. Name (first and last), Company - these are self explanatory.
2. Job Title, Department - use the drop down lists to choose from or add a new definition.
3. Phone 1, Phone 2, Cellular - click the button to the right of the field to dial the phone.
4. Fax - click the button to the right of the field to send a fax message.
5. Address 1, Address 2, City, State, Zip, Country - these are self explanatory.
6. URL - type the home page Internet address. Click the button to the right of the field to go to the web page.
7. Site Title - type the actual site title or any title given by you. Give a descriptive title as this field will help you identify the site in the list view.
8. Description - type a discretion of the web site, you may use as much text as you need, double click inside the field to open a larger view and edit window.
9. Last Visited - This is a date field. It will be updated whenever you click the button to the right of the URL field. Use the ellipsis (...) button to make any corrections.
10. Category 1, Category 2, Category 3 - use this fields to categorize your contacts, choose from the drop down list. Click the button to the right of the field to add new category items to the list.
11. Comments - this is a memo field, use it to add text describing that contact. Double click inside the field for a larger edit and view window.
12. Created - this date field will be filled with the date of the creation of that contact.
13. Last Contacted -  this date field will be updated whenever you press the button to the right of the E-mail field.
14.  Mark - click the Mark Check Box to mark a contact.

Attaching notes to contacts 
To attach a note to a contact: 

1. Click the Notes Tab on the bottom of the screen. The Notes Tab Page opens.
2. Click the Add New Note button on the local button bar. The Note Form opens.
3. Type the subject, the date and the body of the note.
4. Click OK.

User defined fields 
To enter information in the user defined fields: 

1. Click the User Defined Tab on the bottom of the screen. The User Fields Tab Page opens.
2. Enter information as needed. 

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Printing contact data 
To print contact data: 

1. Click the Main Tab on the bottom of the screen. The Main Screen opens.
2. From The File menu choose Print. Or press Ctrl + P on the keyboard.

1. From the View menu, choose Contact List. Or click the View Contact List button  on the Button Bar.
2. The Contact List Window opens.
3. Use the scroll bar to browse the list.

Creating a report 
To Create a report: 

1. From the View menu, choose Reports. Or click the Generate a Report button  on the Button Bar. The Reports Dialog Box opens.
2. Click in the radio button of your choosing and press OK. The report window opens.
3. Use the self explanatory buttons to view or print a report.

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