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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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You need to have the “Create contact” permission to see this button.
This action is to open the Create Contact form popup where you can create a new contact account.
To create a new contact, you need to fill all mandatory information which is marked with asterisk in the form.
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Delete Contact
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You need to have the “Delete contact” permission to see this button.
This action is to completely delete a contact. Before processing this action, you need to confirm via a Confirmation dialog.
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The Contact List provides you some information of the contacts:
Name (by clicking on the Contact Name, you will be redirected to the corresponding https://contemi.atlassian.net/l/c/j1ii1HhH page)
Related account (by clicking on the Related account, you will be redirected to the corresponding Account Details page)
Phone
Email
Organization
In the Contact List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:
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You can also perform following actions:
Search & Filter
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This provides more search criteria for the Account entity:
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