Contacts Tutorials Viewing

💡These tutorials explain how to view contacts and their addresses, find recent changes and add notes or attachments.

How to View a List of Contacts

Info

This view shows a brief summary of each contact, including their name, trade name and roles.

  1. Navigate to Contacts.
  2. Click Menu (button) > Default.
  3. Apply any of the filters as needed.
  4. Click View (button).

How to View Contacts’ Addresses

Info

This view shows contacts’ addresses. Contacts without an address do not appear on the list.

  1. Navigate to Contacts.
  2. Click Menu (button) > Addresses.
  3. Apply any of the filters as needed.
  4. Click View (button).

How to View Recently Added or Updated Contacts

  1. Navigate to Contacts.
  2. Next to Set, select Today or This Week.
  3. Select the Updated or Created radio button.
  4. Click View (button).

How to Add Notes and Attachments

  1. Navigate to Contacts.
  2. Right-click a contact and select View/Edit Notes & Attachments.
  3. Add any notes or attachments.

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