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The page can be accessed via the “Accounts” → “Contacts” menu option.
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Contact List
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Column
Description
Name
Contact’s name, this field contains First Name and Last Name of the lead
Related account
Customer account which relates to the contact
Mobile
Phone number of the contact
Email address of the contact
Organization
Organization of the contact
Action | Name | Description |
|---|---|---|
| Create | You need to have the “Create contact” permission to see this button. This button is to open the Create Contact form popup where you can create a new Person or Company Account. To create a new account, you need to fill all mandatory information which is marked with asterisk in the form  |
| Delete | You need to have the “Delete contact” permission to see this button. This button is to completely delete a contact. Before processing this action, you need to confirm via a Confirmation dialog.  |
 | Search & Filter | This provides more search criteria for the Account entity:
If multiple search criteria are selected/input, the system will combine all the criteria and search for the contacts who have corresponding attributes matching/containing the search values. More info in https://contemi.atlassian.net/l/c/t6Dm0NAd |