Using the Contacts List
The Contacts Tool displays a list of existing contacts, similar to the following figure. It is opened by clicking on the View->Contacts menu option.
The Contact list can be sorted and filtered to show certain contacts with specific criteria using the drop-down search fields and the Letter Bar. The criteria for the list that is displayed when you open the tool can be set by changing your user defaults under CONTACTS in your Preferences configuration (File->User Setup->Preferences).
Note: The list may display all contacts or contacts beginning with a specific letter. The letter that is currently selected is shown at the top, for example, Contacts (‘a…’).
The information shown for each contact in the list is described below. The list also contains action buttons and search/filter fields. The fields allow you to filter the list to display different subsets of the full list.
Contacts List Display Fields
The table describes the fields displayed for each contact in the contacts list.
|
Field |
Description |
|
|
Checkmark indicates the contact is to be included in
the operation initiated by clicking on |
|
Name |
Name of contact. |
|
Company Name |
Company name associated with the contact. |
|
Address |
If filter checkbox (at top) is checked, address of each contact is displayed. |
|
Phone Number and Other contact numbers |
Phone numbers entered in the contact record are listed. |
(bulk note), 
(bulk 
(
