As soon as the name of a new contact person has been saved, further input options become available in the side navigation^M.

1. Go to the   Contacts tab in the side navigation and click on the name you want.
2. Enter contact details, different Invoice and Delivery addresses or individual  Keywords.
3.  Tick the box if you want to put this contact person on your mailing list for bulk mails or mark them as your Primary contact. More than one contact persons can be on the mailing list, but only one can be selected as primary contact.
4. Click on the expand arrow next to the contact person's name to open more tabs.
5. On the  Use of personal data tab, provide information on the source of the contact data, use purpose and permission to use data for advertising purposes.
6. The  Info Center shows all mails, records, appointments, etc. for the selected contact person.
   1. Left-click the  Info Center >  Data Sources to select which ones you want to display.
   2. Select either the tile view (records per data source) or the list view (records chronological).
   3. The selection of data sources will also affect the options for creating new records.
7. File incoming  emails directly to a person by right-clicking and selecting  File under > Contact.