Contact View Icons

The following table briefly describes the function of each icon in the Contact View.

Icon

Description

Edit the fields of the contact.

Copy (clone) the contact.

Delete the contact.

Attach an external file to the record..

Generate a document from the shared library.

Add a new account and link it with this contact.
Only exists if contact is not linked (associated) to an account.

Add a note to the agreement record.

Create a task associated with this agreement.

Schedule an appointment about this agreement.

Send an email. A copy will be save in the Hist tab.

Associate this contact with an account.

Merge this contact record into another one.