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Account Detail View Contacts Tab
You can use the Contacts
tab to display the list of contacts associated with the current account.
You can
also add contacts to an account using the Contacts tab.
This view contains the following columns:
- Name - Displays the contact name. Click the hyperlink to display the Contact Detail view.
- Primary - Indicates if the contact is the primary contact for the account.
- Phone - Displays the contact's phone number.
- Title - Display's the contact's title.
- City - Displays the contact's city.
- State - Displays the contact's state.
- Type - Displays the contact's category.
- Department -Displays the department that the contact belongs to.
To add
- From the Account Detail view, click the Contacts tab.
- Click the Insert New Contact

button.
The Insert Contact/Account view opens.
Related Topics
Accounts Overview
Contacts Overview