Accessing contacts

You can access Contacts in a number of ways – from the Contacts module, a related Organization, a Workspace, or the Client Master.

Contacts module

  1. On the modules bar, select Contacts.

  1. If you do not see the Contacts module, click your username, and select Modules.
    The Modules Search dashboard opens.
  2. Select Contacts and click (Jump).
    The Contact Search dashboard opens.

Organization

  1. From an open Organization, in the Action Center, expand Contacts.
  2. You can Add and Search.

The initial contact added to an organization is set as the Primary Contact and is listed in green.

Workspace

  • From an open Workspace, in the Action Center, under Links, click Contacts.
    These contacts are not directly related to the Workspace, but to the Organization from which the Workspace was created.

Client Master

  • From an open Client Master record, click Client Contacts.

Additionally, see Adding Contacts to the Organization.