Difference between revisions of "Accounts/HowtoViewAllContactsfromAllAccounts"

From Commence CRM-Help

 
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You may view all contacts from all accounts by clicking the '''Contacts''' option in the Accounts module '''Home''' section.
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You may view all contacts from all accounts from the '''Accounts''' module.
 
 
 
 
  
 
[[File:ScreenHunter_19 Sep. 25 13.59.jpg|left]]
 
[[File:ScreenHunter_19 Sep. 25 13.59.jpg|left]]
:::::::::1. Go to the Accounts module screen by clicking on the “Ac-counts” module tab.
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:::::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
 
 
:::::::::2. Click on the “Contacts” option in the Accounts Module Action panel.
 
 
 
:::::::::3. A list of all contacts from all accounts will appear.
 
  
:::::::::4. To view the contact detail, click on the specific contact name and the detail will be displayed.
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:::::::::2. Click on the '''Contacts''' option in the Accounts module '''Home''' section. ''The list of all contacts from all accounts displays.''
  
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:::::::::3. To view the contact detail, click on the specific contact name.
  
  
::::::::4. Click on a contact to see more detailed information about that contact
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:::::::::Return to [[Accounts]]

Latest revision as of 15:21, 19 November 2012

You may view all contacts from all accounts from the Accounts module.

ScreenHunter 19 Sep. 25 13.59.jpg
1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.
2. Click on the Contacts option in the Accounts module Home section. The list of all contacts from all accounts displays.
3. To view the contact detail, click on the specific contact name.


Return to Accounts