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How do you work with contact? |
  
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How do you work with contact? |
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The following table shows the menu structure for the Contact tab:
Group |
Command |
Action |
Contacts |
New contact |
Add a new contact record. |
All contacts |
List all contacts stored in the system. |
|
My contacts |
List only those contacts linked to your login name. |
|
Add business card |
Add a new contact by business card. |
|
Contact activities |
Tags |
A way to classify records in an ad hoc way. |
Add note |
A simple text field that can be added to any entity in the database. |
|
Add project |
Add a new project. |
|
Add opportunity |
Add a new opportunity. |
|
Add to campaign |
Add a contact to campaign. |
|
Schedule |
Schedule call |
Schedule a call. |
Schedule meeting |
Schedule a meeting. |
|
Add task |
Add a task. |
|
Communications |
Send email |
Send an email. |
Send fax |
Send a fax. |
|
Send SMS |
Send an SMS. |
|
Merge email |
Re-use an existing email. |
|
Merge fax |
Re-use an existing fax. |
|
Merge SMS |
Re-use an existing SMS. |
This section addresses the following questions:
| • | How do you create or edit a contact? |
| • | How do you view all contacts? |
| • | How do you view contacts associated with your account? |
| • | How do you add a new contact using a business card? |
| • | How do you add a note? |
| • | How do you add a project? |
| • | How do you add an opportunity relationship? |
| • | How do you add a contact to a campaign? |
| • | How do you schedule a call? |
| • | How do you schedule a meeting? |
| • | How do you add a task or attachment? |
| • | How do you send an email? |
| • | How do you send a fax? |
| • | How do you send an SMS? |
| • | How do you merge email? |
| • | How do you merge fax? |
| • | How do you merge SMS? |
| • | How do you sort contacts in a grid? |
| • | How do you perform a search? |
| • | How do you group contacts by any field? |
| • | How do you assign tags? |
| • | How do you filter contacts by tag inside the grid? |
| • | How do you remove tags assigned to contacts? |
| • | How do you import records from Excel? |
| • | How do you export records to Excel? |
| • | How do you print the list of contacts? |
| • | How do you use split view to view a list of contacts and data? |