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. |
|
|
|
Attach an external file to the record.. |
|
Generate a document from the shared library. |
|
Add a new account and link it
with this contact. |
|
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. |