You can view all the information stored for this contact. The following tabs make up the contact record screens.
- Comments and Activity
View & Edit Contact
If you need to make adjustments, then click the
Edit button in the top right corner of the screen. Click the
Save button to save your changes or click the
Cancel button to not save your edits.
Contact Details screen
View (or Edit) the contacts details.
Contact Progress screen
View (or Edit) the Contact Progress.
Contact Comments and Activity screen
View and add comments using the comment field at the bottom of the Contact Comments and Activity screen.
Contact Connections screen
View (or Edit) the Contact Connections.