From CommenceCRM-Help
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:::::::::1. Go to the Accounts module screen by clicking on the “Ac-counts” module tab. | :::::::::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. |
| − | ::::::::3. A list of all contacts from all accounts will appear. | + | :::::::::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. | + | :::::::::4. To view the contact detail, click on the specific contact name and the detail will be displayed. |
Revision as of 16:30, 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.