Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Action

Name

Description

 

Create

User needs to have the “Create contact” permission to see this button.

This button is to open the Create Contact form popup where user can create a new Person or Company Account.

To create a new account, user needs to fill all mandatory information which is marked with asterisk in the form

Image RemovedImage Added

 

Delete

User needs to have the “Delete contact” permission to see this button.

This button is to completely delete a contact. Before processing this action, user needs to confirm via a Confirmation dialog.