Using the Contact List View

The List view displays all of the contacts that you have access to. You can use groups and lookups to narrow the list of records that display.

Click Contacts to open the Contact List view, on the Navigation Bar.

On this page you can:

• Click Refresh to refresh the list information.
• Use the Summary View
• Work with records in a grid
• Filter my list
• Use the Lookup to search for records
• Click the name of the contact on the Contact List view to open the Contact Detail view.
• View a group
• Using the group shortcut menu
• Manage groups

The Task Pane contains the Common Tasks section. In this section, you can:

• Using Mail Merge in the web client
• Add to Group
• Remove from Group
• Save Records as a Group
• Export Records
• Show on Map
• Promote to Dashboard
• Import Records
• Update Records
• Email contacts and leads
• Delete a contact

The Task Pane contains the Contact tasks section. In this section, you can:

• Associate with User
• Disassociate from User
• Promote Infor CRM Back Office Extension only.