Adding a new cross-reference

Note: The Contact X-Ref button is displayed on the top menu of the Outlook Contact ribbon.
  1. Click Contact X-Ref. The Contact X-Ref window is displayed.
    The bottom grid shows any existing reference already added to the contact. The top grid shows the search result.
  2. Optionally provide search criteria into any of the fields and click the Search button. Customers and prospects are combined in the search. Salesperson is a separate search.
  3. Select the appropriate record in the top grid. On the Customers/Prospects tab, the Type column defines whether the record is for a customer or a prospect. Type ‘C’ is customer. Type ‘P’ is prospect. On the Salesperson tab, there is no need for a type column.
  4. Click Apply Selection.