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.
- Navigate to Contacts.
- Click Menu (button) > Default.
- Apply any of the filters as needed.
- Click View (button).
How to View Contacts’ Addresses
Info
This view shows contacts’ addresses. Contacts without an address do not appear on the list.
- Navigate to Contacts.
- Click Menu (button) > Addresses.
- Apply any of the filters as needed.
- Click View (button).
How to View Recently Added or Updated Contacts
- Navigate to Contacts.
- Next to Set, select Today or This Week.
- Select the Updated or Created radio button.
- Click View (button).
How to Add Notes and Attachments
- Navigate to Contacts.
- Right-click a contact and select View/Edit Notes & Attachments.
- Add any notes or attachments.