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 access the Account Contacts tab, perform these steps:

To add a contact, perform these steps:

• Access the Account detail view. See Using the Account detail view
• Click the Contacts tab. If the tab is not visible, click More Tabs. See More tabs

• Click Contacts tab from the Account detail view.
• Click Insert New Contact. See Adding new contact for existing account

  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 phone number.

Title

The contact title.

City

The contact city.

State

The contact state.

Type

The contact category.

Department

The department of the contact.