From CommenceCRM-Help
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| − | You may view all contacts from all accounts by clicking | + | You may view all contacts from all accounts by clicking the '''Contacts''' option in the Accounts module '''Home''' section. |
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:::::::::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. | ||
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| + | ::::::::4. Click on a contact to see more detailed information about that contact | ||
Revision as of 15:10, 19 November 2012
You may view all contacts from all accounts by clicking the Contacts option in the Accounts module Home section.
- 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.
- 4. Click on a contact to see more detailed information about that contact