Contacts

Use the Contacts module to create and manage contacts for your organization.

The Contacts Home page displays the following information:

A Search sub-panel where you can enter keywords such as contact name or account name to search for a specific contact. To perform an advanced search using additional fields, click the Advanced Search tab. To customize and save the search layout and results, click the Saved Search & Layout tab.
A list of existing contact names along with related information such as the account name and email address.

To view the contact details, click the name or the View icon adjacent to the user name.
To edit the contact details, click the Edit icon adjacent to the user name; alternatively, click Edit on the detail page.
To email a contact, click the email address.

To view the details of a contact, click the name in the Contacts list.
To update, delete, and synchronize multiple contacts, select the contacts from the list and use the Mass Update section.
To display the details of a contact, click the contact name in the list.

Create Contact. Click this option to create a record for a new contact.
Enter Business Card. Click this option to add information from the business card of a new contact.
Create From vCard. Click this option to import a vCard file from your local system.
Contacts. Click this option to navigate back to the Contacts Home page from a contact's detail page.
Contact Reports. Click this option to view an existing report on your contacts, or to create a new report.
Import. Click this option to import contact information from an external application or file.