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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 |
| 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. |