View Contacts Associated with Entries

Updated 1 year ago by Celina Kwan

You can view all Contacts associated with the current entry in the Contacts tab of the following pane.

If the current entry is a Company or Individual, all of the Contacts for the Company or Individual are displayed.

If the current entry is a Contact, all of the Contacts for the parent Company or Individual are displayed.

If the current entry is an Opportunity, Customer Service case, or Hotlist task, all of the Contacts for the Company or Individual associated with the entry are displayed.

  1. Click on the entry to make it the current entry.

  1. In the following pane, select the Contacts tab.
  • The Contacts associated with the current entry are displayed.

  1. To view details of the entry, click the entry’s name.
  • If necessary, the Address Book page opens.
  • The Contact’s basic information and Key Fields are displayed in the Details tab.
  • You can open the other tabs to view additional information on the entry.


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