How to link a contact to an event
Description: Now Up-to-Date & Contact 5 allows you to collect and grow information about all of your interaction with customers, prospects, and vendors (friends and family, too!). For example, while talking on the phone with a customer you can display their contact record. If you plan a meeting while talking, you can create a new event easily.
Linking a contact record to a calendar event
- From Now Contact, locate the contact and double click to open it.
The Contact Info window is displayed.
- From the New Event icon, select the type of event you want to create.
Now Up-to-Date will open and display a new Event Info window.
- Fill in the details and close the window.
This new event will now be displayed on your calendar and linked to that contact. The event info will be displayed in the contact record in the Notes field.
- You can also link a contact to an existing event by following these steps.
