Account Detail View Contacts Tab

You can use the Contacts tab to view the list of contacts associated with the current account. You can also add contacts to an account using the Contacts tab.

To open the Account Contacts tab, execute these steps:

  1. Open the Account Detail view .
  2. Click the Contacts tab. If the tab is not visible, click More Tabs.

To add a contact, execute these steps:

  1. From the Account Detail view, click the Accounts Contacts tab.
  2. Click add.png (Insert New Contact).

    The Adding New Contact for Existing Account view opens.

    To merge two contacts, see Merging Account Contacts from the Account Detail View

On the Insert Contact/Account window, you can view these columns:

Name
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
The contact's phone number.
Title
The contact's title.
City
The contact's city.
State
The contact's state.
Type
The contact's category.
Department
The department that the contact belongs to.
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