View-Contacts-associated-with-entries

You can view all Contacts associated with the current entry in the Contacts tab of the following pane.

If the current entry is a Company or Household; 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 Household are displayed.

If the current entry is an Account; Client Service case; or Hotlist task; all of the Contacts for the Company or Household associated with the entry are displayed.

1. Click on the entry to make it the current entry.
2. In the following pane; select the Contacts tab.

• The Contacts associated with the current entry are displayed.

1. To view details of the entry; click the entry’s name.

• The Contact’s basic information and Key Fields are displayed in the Details tab.

• You can click the other tabs to view additional information on the entry.