Contacts

The Contacts page displays information related to a contact such as the name, the email address and the membership name. The data on this page is displayed based on the values specified in the Folder and List View field.

You can use this page to:

• Add a new folder, using the New Folder option.
• Modify or delete a folder, using the Manage Folder option.
  Note: The Manage Folder option is available only when a specific folder is selected.
• Define a page layout, using the New View option.
• Modify or delete an existing page layout, using the Manage View option.
  Note: The Manage View option is available only when a specific list view is selected.
• Create a duplicate of the existing layout, using the Copy View option.
• Create a new contact, using the New option.
• Create a duplicate of a contact, using the Copy option.
• Modify a contact, using the Edit option.
• Delete a contact, using the Delete option.
• View the contacts that you created by selecting the Limit to items I own check box.
• Include the disabled contacts by selecting the Include Inactive check box.
• Search for a contact, using the List View Search field.

You can also click on this page to:

• Disable selected contacts, using the Inactivate Selected option.
• Assign selected contacts to an account, using the Assign Account to Selected option.
• Merge selected contacts, using the Consolidate Selected option.
• Create a task for selected contacts, using the Create Task for Selected option.
• Log an activity for selected contacts, using the Log Activity for Selected option.