Contact Detail Page
View the contact details such as address, activities, history, and opportunities. You can create and manage any of this information from the appropriate sub-panel.
- To edit the contact information, click Edit, make the necessary revisions, and click Save.
- To duplicate the information, click Duplicate. You can then make modifications to the record and save it as a different contact. The system displays the new record in the list on the Contacts Home page.
- To find duplicate records, click Find Duplicates.
- To manage newsletter subscriptions, click Manage Subscriptions.
- To add the individual to a newsletter subscription mailing list, select the newsletter from the Available Newsletters list and drag it to the NewsLetters Subscribed To list.
- To remove the individual from the mailing list of a newsletter, drag the newsletter from the Newsletters Subscribed to list to the Available Newsletters list. Click Save to update the information.
- To delete a contact, click Delete.
- To track changes made to contact information over time, click the View Change Log link.