The Contacts Summary Screen

The Contacts Summary screen provides quick access to any contact in your contacts database via a table that can be sorted according to name, address (according to street name), and preferred contact method, in addition to being filterable according to Favorites status and last name.

 

HOW TO FIND THIS SCREEN

FEATURE

ROUTE

Main Menu

From the Main Menu bar, select Contacts > Contacts Summary.

Contacts

From the Contacts Landing screen, select the View Contacts action link.

 

TOPICS RELATED TO THIS SCREEN

FEATURE

PROCEDURES

Contacts

 

ICONS USED ON THIS SCREEN

ICON

COMMENT

favorites_icon.gif

Mark a contact as a favorite.

email_icon.jpg

Email the contact.

delete_icon.bmp

Delete the contact.

add_activity_icon.jpg

Schedule an activity for the contact.