Retrieve Contacts from the Contacts Tab

Updated 6 months ago by Celina Kwan

You can view a list of Contacts for the current entry in the Contacts following tab in the Address Book, Opportunities, Customer Service, and Hotlist pages. You can retrieve these Contacts and add the entries to the current list in the Address Book page where you can view more information on the entries.

  1. In the Address Book, Opportunities, Customer Service, or Hotlist page, click the entry to make it the current entry.
  2. Open the Contacts tab.

The following tab displays a list of Contacts associated with the current Company, or with the Company associated with the current opportunity, customer service case, or activity.

  1. Select the contact(s).
  • Click the checkbox to the left of entries.
  1. Click the Show selected Contact(s) in the Address Book icon.

– or –

Right click and select Show selected Entries in Address Book.


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