Work With the Contacts Detail View

The Contacts View page provides an alphabetical directory in the left panel, where you can look up a last name, see a group, and narrow a list of contacts by alphabet.

For instructions to open groups, view rosters, use the search text box, manage groups, and add, edit, and delete contacts, see "Work With the Contacts List".

While viewing contact details, you can edit the record and add activities to be displayed at Calendar (see "About Calendar").

Note:

To view the contact's Client page in Collaborate, click Show Client in Collaborate on the action bar.

The Names Directory

A directory of contact names displays in the left panel at View. Names are listed in alphabetical order.

To narrow the list, select a group, then:

To limit the list to names beginning with a particular letter, click the letter
To limit the list to a particular name, enter text at the search text box

To display a contact's detail form, click any name.

To navigate through more contacts in the narrowed list, click an arrow.

The Alphabet Pick List

The list includes letters A through Z in addition to the default “A-Z” choice at the top, which causes all contacts in the current group to display.

To use the pick list to narrow the names to a particular letter, click the letter.

The Detail View Form

In the main panel, View displays the contact detail forms for all contacts currently displayed in the directory. To make changes in any section of the Contact detail form, click Edit .

To navigate through a group of detail forms, click an arrow.
To view a contact's entire form, use the scroll bar
To jump directly to a section of the form, click tabs for Details, Financials (if available), Activities, Notes, and Prospects (if any).
To see the client in Collaborate, click Show Client in Collaborate on the action bar.

The Financials Tab

Enter financial information for the contact.

To add financial information for the contact, click the Financials tab, then enter details at the available fields.

The Notes Tab

Record your notes for the contact under the Notes tab.

To add notes for the contact, click the Notes tab, then enter text.

The Activities Tab

Activities you enter for the contact display at Calendar.

To add an activity for the contact, click the Activities tab, then enter details at the available fields.

The Prospects Tab

If a contact has one or more prospect searches, the prospects remain at the Prospects tab until you delete them. This allows you to salvage an expired prospect beyond the normal limit.

To salvage a prospect beyond expiration, select it and click Extend.
To find matches for a prospect, select it and click Matches.
To create a new prospect, click Create.
To manage a prospect, select it and click Manage.
To change a prospect's criteria, select it and click Search.

The Searches Tab

If a contact has one or more searches, the searches display under this tab. The Searches tab will not display if there are no Searches assigned to the Contact. Searches may be saved for a Contact from the Search criteria page. See Saved & Shared Searches.

Work With the Contacts Detail View

Note:

The Names Directory

The Alphabet Pick List

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The Detail View Form

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The Financials Tab

The Notes Tab

The Activities Tab

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The Prospects Tab

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The Searches Tab

See Also . . .