Use Contacts - from the main menu - to add, manage, and look up information about your personal contacts as well as
The Contacts submenu offers Groups and Roster options. The group called "My Contacts" includes all of your contacts.
Along with a search text box for quick lookup, the action bar at List and View allows you to upload, add, edit, and delete contacts; manage groups, narrow the list to selected contacts, and switch to View.
When you click Contacts at the main menu, a submenu displays with Groups and Roster options. The group called "My Contacts" includes all of your contacts.
At List, in the Group dropdown list (top left corner), the groups options include all system groups as well as custom groups you have added.
At List you can view a list of all contacts or those in a particular group, select one or more contacts from the list to display them at View, search contacts using criteria, preview criteria, save the search, and use a previously-saved search. List updates the search results dynamically as you add search criteria. See "Work With the Contacts List" .
At View you can display the detail view forms for selected contacts and move through all with navigation arrows. You can access a particular contact from an alphabetical names directory. When View opens, the first-selected contact displays. (See "Work With the Contacts View".) At View, use the arrows to navigate through the contacts in turn.
You can scroll through a contact's entire form or click tabs to jump directly to Details, Financials, Activities, Notes, and Prospects, if any are stored for the contact. See "Work With the Contacts View". At the Prospect section, which displays only if you have at least one prospect search stored for the content, you can access or manage existing prospect searches and create new ones.
Add and Edit Groups and Contacts
Help for Stratus MLS v3.15.1 April 25, 2013
Copyright 2013 Stratus Data Systems, Inc.