Difference between revisions of "Accounts/HowtoViewAllContactsfromAllAccounts"

From Commence CRM-Help

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:::::::::1. Go to the Accounts module screen by clicking on the “Ac-counts” module tab.
 
:::::::::1. Go to the Accounts module screen by clicking on the “Ac-counts” module tab.
  
::::::::2. Click on the “Contacts” option in the Accounts Module Action panel.
+
:::::::::2. Click on the “Contacts” option in the Accounts Module Action panel.
  
::::::::3. A list of all contacts from all accounts will appear.
+
:::::::::3. A list of all contacts from all accounts will appear.
  
::::::::4. To view the contact detail, click on the specific contact name and the detail will be displayed.
+
:::::::::4. To view the contact detail, click on the specific contact name and the detail will be displayed.

Revision as of 16:30, 14 September 2012

File:Image004.gifYou may view all contacts from all accounts by clicking on the “Contacts” option in the Accounts Module Action panel.


Step-by-Step
Image086.gif
1. Go to the Accounts module screen by clicking on the “Ac-counts” module tab.
2. Click on the “Contacts” option in the Accounts Module Action panel.
3. A list of all contacts from all accounts will appear.
4. To view the contact detail, click on the specific contact name and the detail will be displayed.