Contact Management Tab: Contact Person

View - Contacts - Contact Management - Contact Person

Under the Contact Person tab you enter information about people you have been in contact with or that you know within a specific company. This will make it easier for you to find the people you want to talk to or refer to in various situations.

The person you select as the Default contact will be shown in bold at the top of the list of Contact Persons. Any contact persons you select as Inactive will show in grey at the bottom of the list. Those who are neither default nor inactive will be listed in the order they were registered.

.By clicking New, you can register a new contact, or choose Edit to change or edit an existing contact.

By clicking Delete, you are able to delete the selected contact person.

Click this button to update the contact person with the latest information from the contact person register.

.You are also able to send an e-mail to the Contact Person by clicking Send E-mail.

Any notes registered on the selected contact person are displayed below the list. Click the Expand Note Field button in the lower right corner to display the entire text.

Tip! In the user settings for contact person, you can choose to display the middle name field.