Contacts - Accessing the list of Contacts

Suggested Prior Reading

Contacts - Overview

To access the Contacts list

To view a list of all the contacts, from the Global Menu options, click Contacts.

The Contacts List displays.

The Contacts List can be viewed and grouped in different ways.

More Information

See Contacts List - Overview.

See Contacts List ā€“ Layout for the different sections on the List.

To see all the ways to navigate the list, see Contacts List - Navigation.

Next Steps

Add a Contact

View or Edit an Existing Contact

Set a Company to inactive (but retain in the system for historical purposes)

Set a Contact to inactive (but retain in the system for historical purposes)

Delete a Company and all its Contacts

Delete individual Contacts


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