Contact’s Page

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Overview

The contact’s page is where you will find information about the contact, their activities and associated tasks.

For more details on the contact’s page see our User Guides.

Contact's Page
Overview of Contact’s Page

Edit Contact Details

Each section within the Contact’s page is editable.

  1. Click on Ellipsis to the right of the section heading.
  2. Click on Edit.
  3. The Edit window is displayed.
  4. Make the required changes.
  5. Click on Save icon.
  6. The Edit window is closed.
  7. The contact’s page is updated with the changes.

Try our in-app user guides for faster onboarding.

Launching User Guide
  1. Click your user icon.
  2. In the side pane, click User Guides.
  3. Select a topic.
  4. Become a Jedi Master.