Minimum version: FirstClass 8.0
Audience: Business professionals
Features we use:
Use the FirstClass contact management feature (formerly known as the Address Book) to
organize your contact information
display a custom view of your contacts
perform instant lookups for phone numbers
add pictures and links to the body of personal address forms
create public contact databases to share with others.
Michael Green is the vice president of Sales and Marketing at Husky Planes. He has decided to reorganize his contact list, as he has business contacts mixed up with personal contacts, and he wants to share some of his business contact information with others.
To accomplish this, he
creates contact databases within his Contacts folder for the different types of contacts, and shares these contact databases with others
adds rich content, such as pictures and links, to some of his contact information
uses personal address forms that are familiar to users.
Creating contact databases
Michael creates contact databases within his Contacts folder for personal contacts and contacts involved on the various projects he is overseeing, including the ABC project and the XYZ project.
He shares his ABC project and XYZ project contacts with the appropriate salespeople by giving them permissions to view those contact databases. This is the permissions form for the ABC project contact database.
He also subscribes them to the database by entering their names in "List of subscribers". This puts an alias of the ABC project contact database on their Desktops. To access the database items, the team members simply drag the database into their Contacts folder.
Adding rich content
Michael adds links to some of his contacts' web pages on their personal address forms. Also, he has some pictures on file that were taken at a recent trade show hosted by one of his contacts, so he also attaches them to the personal address form of that contact.
Changing the personal address form
One of the salespeople responsible for the ABC project was recently hired from a company that used Microsoft Outlook's contact management. To make the transition easier for him, Michael changes the personal address form used by the ABC project contact database to one that would look familiar to Outlook users:
He does this by choosing Outlook at "Form to use" in the ABC project contact database's permissions form.
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