Creating and Managing Contacts From Within Word

When using any of the InterAction® tools in Microsoft® Word® , you can perform other actions, such as creating/editing contacts and adding them to lists. The Find Contact dialog box displayed by each of the tools includes an Actions button with available actions. The actions available depend on whether you have selected a contact.

 

Actions Button on the Find Contact Dialog Box

[A] Actions button when no contacts are selected.

[B] Actions button when a contact is selected.

Do one of the following:

To	Do This
Create a contact.	Choose Actions > New Contact, then step through the New Contact Wizard. This wizard is similar to the one used to create contacts in the Web Client; see Creating Contacts.
View details about a contact.	Find the contact, select it in the grid and choose Actions > View Contact to display the Contact Details dialog box. From this point, you can view and edit most data associated with a contact (phones/addresses, relationships, notes, activities, etc.)
Edit a contact	Find the contact, select it in the grid and choose Actions > Edit Contact.
Add the contact to your contact list.	Find the contact, select it in the grid and choose Actions > Add Contact To > My Contacts. If you are working as a proxy on behalf of another user, you can choose that user’s contact list instead.
Designate which version of contact information to use.	Choose Actions > Preferences. For details, see Selecting the Contact Data to Use

Viewing a Contact