Account Detail View Contacts Tab

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

How Do I?

Open the Account Contacts tab

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

Add a contact

1. From the Account Detail view, click the Contacts tab.
2. Click the Insert New Contact button.
   The Insert Contact/Account view opens.

This view contains the following columns:

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

Accounts Overview

Contacts Overview