Contacts Administration


Below are the icons and their respective functions that used throughout the Contacts Administration section.

Allows the user to access the Configure List Fields screen

contactmanager edit icon Users can click to edit an item such as a contact, account, etc.

contactmanager arrow upward contactmanager arrow downward Use these to re-order various fields

contactmanager delete icon Users can use this icon to delete an item

contactmanager details icon Allows the user to view the details of contacts, accounts, opportunities, etc.

contactmanager reset icon Allows the user to reset a filter field

contactmanager runrules icon Users can run all the rules by clicking this icon

contactmanager grid calendar Access a calendar for inputting dates

contactmanager preview icon Allows the user to preview certain items, such as campaigns

contactmanager search Allows the user to search contacts

contactmanager cancel icon Cancel or exit

contactmanager copy icon Allows the user to copy or clone a contact

contactmanager save icon Allows the user to save a contact or data

Under Contacts Administration you can see the following:

  • Click CRM > Contacts > Admin.

    contacts admin