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.
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. |
FEATURE |
PROCEDURES |
Contacts |
ICON |
COMMENT |
Mark a contact as a favorite. |
|
Email the contact. |
|
Delete the contact. |
|
Schedule an activity for the contact. |