Contacts viewer is available under the Office module


Create a New Contact

1. Click the New Contact button on the toolbar.

2. Enter information in the text boxes. Use the Tab key to move from box to box.

3. Click the Save and Close button to save the record.

 

Editing a Contact

1. Select a Contact in the viewer and click the Edit button on the toolbar.

 

Deleting a Contact

1. Select a Contact in the viewer and click the Delete button on the toolbar.

2. Answer Yes to the confirmation prompt to remove the Contact.

 

 Activity logs warning icon Removing a Contact will remove any related records linked to that Contact.