If the current entry is a Company or Individual; all of the Contacts for the Company or Individual are displayed.
If the current entry is a Contact; all of the Contacts for the parent Company or Individual are displayed.
If the current entry is an Opportunity/Account; Customer Service case; or Hotlist task; all of the Contacts for the Company or Individual associated with the entry are displayed.
- Click on the entry to make it the current entry.
- In the following pane; select the Contacts tab.
- The Contacts associated with the current entry are displayed.
- To view details of the entry; click the entry’s name.
- If necessary; the Address Book page opens.
- The Contact’s basic information and Key Fields are displayed in the Details tab.
- You can open the other tabs to view additional information on the entry.