Contacts

Use the Contacts module to create and manage contacts for your organization. Contacts are individuals who are not employees of your organization such as customers and vendors.

The Contacts Home page displays the following information:

  • A list of existing contact names along with related information such as the account name and email address.
  • To view the details of a contact, click the name in the Contacts list.
  • To update, delete, and synchronize multiple contacts, select the contacts from the list and use the Mass Update section.
  • To display the details of a contact, click the contact name in the list.
  • To export one or more contacts, click Export located above the contact names.
  • To merge duplicate contacts into one record, select the contacts, and click Merge Duplicates.