This Document is designed to assist in describing how MX-Contact can be used to record details of the companies and contacts that you deal with. It also discusses what information you can store and how you can categorise and profile the entities that you deal with, namely Companies, Contacts and Groups.

This document should assist you in answering the following typical questions that are asked:

• How can I profile the clients I deal with so that I collect and record the relevant information?
  
  
• How do I relate/link contacts to companies?
  
  
• How do I modify the picklists associated with the various fields used to classify companies and contacts?
  
  
• I see lots of folders called Associations/Companies to Contacts etc. What are these folders?