Easy As 1-2-3
2. Open the contact or organization
record - check and expand the information
This looks like an Outlook record
(it is). You can now check it, and add anything else you know; but it
has some extra features and special characteristics. Note ContacTree's
green buttons that link to connected information. 'Key Contact' buttons
allow you to navigate to the right person to connect you to your contact,
or into their organization.
Another unique feature is the
'current job' box; if this is not checked, then ContacTree keeps this
is as a historic connection or 'ghost' record. You need never lose a contact
again; they are often more use after they have moved!
Now click the 'create current
organization chart' button to see what you have got
Easy as 1-2-3
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