Office Accelerator® Support

New Contact Wizard

The |New Contact Wizard| options are used to configure default actions when adding a new contact to Office Accelerator. To configure the default actions when adding a new contact, select |File|CRM Options|New Contact Wizard| from within the Office Accelerator phone book. The following options are available:

Folders Tab

The folders tab is used to configure the default folder location for new contacts. The following options are available. New Contact Wizard Options

Note: Options selected here will apply to all new contacts added to Office Accelerator.  If the New Contact Wizard is disabled, these setting will continue to apply.

My Phone Book:

If selected, all new contacts will be added to the users My Phone Book folder.

Owner's My Phone Book:

Used within a multi-user environment.   When adding a new contact, provides the option to add the contact to another users My Phone Book folder.  For example, an Administrative Assistant is adding a contact for another user.

Currently Selected Folder or List:

New contacts will be added to the highlighted folder.

More Folders

More Folders:

The |More Folders| tab is used to select any additional folders or lists where you would like new contacts to be placed. To select a new folder, check the box next to the folder or list and click |OK| to save your settings. More Folders Tab

Steps Tab

The |Steps| tab is only available to users with appropriate Contact Wizard rights.

Turn Off the New Contact Wizard:

Check the box for the option entitled |Turn off the New Contact Wizard| to bypass the Contact Wizard when adding a new contact to the Office Accelerator phone book.

Turn off the New Contact Duplicate Checking:

Check the box entitled |Turn off the New Contact Duplicate Checking| to turn off duplicate checking when adding a new contact to the Office Accelerator phone book.