- From the sidebar navigation, click Contacts, then Contact List.
- Double-click on the desired contact, or selectto the left of the contact, then click to open the profile.
- When finished, click to save and close.
This section is a free-form area to enter various notes. Clickin the Notes header section to expand or collapse the section.
This section allows for two types of reminders. Enter information that you would like to be displayed in the lower-right area of the screen when the profile is opened. If Critical, create pop-up is selected, the reminder will be displayed in a message box when the profile is opened and must be acknowledged by clicking .
Clickin the Reminder header section to expand or collapse the section.