Office Accelerator® Support

Contact Tab (Contact Edit Screen)

The |Contact| tab is the default selection within the Accelerator |Edit Contact| screen and is used to enter and edit contact information.  Specific sections of the contact edit screen can be found below.  Contact Tab (Edit Contact Screen)

Name Section

Edit Contact Name Section
  • Use the name section to enter the contact name information. Only one name can be added per contact.  
Name Secton Field Names Description
Title Stores contact title such as Mr., Mrs, Dr. etc.
First Stores contact's first name.
Middle Stores contact's middle name.
Last Stores contact's last name.
Post(Ph.D.) Stores contact's Post value e.g. Ph.D., CPA, Esq. Etc.
Nickname Stores contact's Nickname e.g. William = Bill etc.

Company Listing and Referred By

  • Company Listing when checked is used to set the default Mailing Address of a contact.  The Referred By field is used to store the person that referred the contact to you or your organization. Company Listing and Referred By
Field Name Description
Company Listing Sets the Default Mailing Address to the Comapny Listing Value.
Referred By Used to store the name value of the individual that referred the contact to you or your organization.

Address Fields

  • Address fields store contact address information.  You can store an unlimited number of addresses per contact in Accelerator.  To add additional addresses to a contact (such as home, business, vacation home etc.), use the arrow (Next) buttons (see figure below).  To clear, delete, or move an address, use the drop down option (see figure below).    Addresss Fields
    You should always enter an address 'Type' value such as Business, Home etc. when entering an address.  Doing so will make it easier to differentiate address types when viewing them in the Personal Dashboard when syncing or exporting data.
Address Field Names Description
Type Sets the Address Type value such as Home, Business, etc.
Position Stores contact position e.g. Director of Marketing.
Company Stores contact company name.
Dept Store contact company department e.g. Human Resources.
Street (1 of 2) Stores street value 1 of 2.
Street (2 of 2) Stores street value 2 of 2.
City/State Store City and State values.
Zip Stores contact Zip Code value.
Country Store contact Country value.
County Stores contact County value .e.g. Los Angeles County.

Phone Number Fields

  • Phone number fields store contact phone number information.  You can store an unlimited number of phone numbers per contact in Accelerator.  To add additional phone numbers beyond the first four displayed (such as home, business, Cell etc.), use the arrow (Next) buttons (see figure below).  To clear, delete, or move phone numbers, use the drop down option (see figure below).    Phone Number Fields
Address Field Names Description
Type Stores the Phone Number Type value such as Home, Business, etc.
Cntry Stores the Phone Number Country Code.
Company Stores contact Area Code.
Number Store contact 6 digit number.
Ext Stores contact phone number extension value.

Website and Email Address

  • The Website and Email Address fields store website URL and email address contact information.  You can store an unlimited number of website and email addresses per contact in Accelerator.  To add additional website or email addresses beyond the first that are displayed (such as home, business, Cell etc.), use the arrow (Next) buttons (see figure below).  To clear, delete, or move website or email addresses, use the drop down option (see figure below).   To set an email address as default, select an email address other then the current defualt, then select |Make this Email the Default| using the drop down arrow as shown below.  Web Address and Email Fields
Address Field Names Description
Type (no label) Stores the website and email address type value such as Home, Business, etc.
Website Stores the contact website URL(s) e.g. http://www.oa1mm.com
(Default) Email Stores contact email address(s).