Open Contact

See also: Contacts, General, Location

Steps:

1. On the Service Workspace accordion, in the Administration expander, click Contacts.

2. The workspace displays list of all the contacts.

3. Click hyperlink (First Name column) of appropriate record. The contact record opens.

4. Click hyperlink of appropriate contact.

   OR

       Select appropriate record and, on the tool bar, click Open button.

Common Tasks

Select Category Code

Change Status

Change Owner