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Detail

On selecting a contact you will be presented with a summary including contact types this contact is a part of, as well as the 6 key contact details for your organisation (Default: First Name, Last Name, Email Address, Cell Number, Work Phone, Team Name). A photo of the contact will also display if available.

There are a number of tabs that could show based on your user access and on the type of contact that has been selected.

The Basic and General tabs are to show basic information.

In Communication all past communication with the contact is shown.

In Organization Association we use a multi selection to set organizations with which this contact is associated.

The Confidential tab shows confidential information including username and password.

The Activity Tab shows any past edits to the contact if the user has access to Audit Log.

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