Contacts Widget

Updated 1 year ago by Celina Kwan

The Contacts Widget of the Custom Tab allows you to view all contacts associated with a company.

You can view the all of the contacts' emails and phone numbers by pressing the double downward arrows to expand their information.

To expand the information of one contact, click on the single downward arrow by the right corner of the contact.

You can send an email to the contact by clicking their email address after expanding the view.

You can also see the Notes, Details, Activities and Documents associated with the contact by clicking on the contact.

Select the converging arrows to view the expanded information of the contacts in a larger dialog box.

How did we do?