From CommenceCRM-Help
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::::::'''''Step-by-Step''''' | ::::::'''''Step-by-Step''''' | ||
− | [[File:image086.gif]]::::::::1. Go to the Accounts module screen by clicking on the “Ac-counts” module tab. | + | [[File:image086.gif]] |
+ | ::::::::1. Go to the Accounts module screen by clicking on the “Ac-counts” module tab. | ||
::::::::2. Click on the “Contacts” option in the Accounts Module Action panel. | ::::::::2. Click on the “Contacts” option in the Accounts Module Action panel. |
Revision as of 16:23, 14 September 2012
File:Image004.gifYou may view all contacts from all accounts by clicking on the “Contacts” option in the Accounts Module Action panel.
- Step-by-Step
- 1. Go to the Accounts module screen by clicking on the “Ac-counts” module tab.
- 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.