Contact Summary Dialog Box

Use the Contact Summary dialog box in Outlook to view a contact's current Ajera CRM activities, projects, proposals, and associations.

Location

To display the dialog box, complete the following step:

When you view existing contact information or enter a new contact in Outlook, click the Add-Ins tab and click Contact Summary on the toolbar.

Contents

Field	Description
Activities	This grid lists each of the contact's activities.
Projects	This grid lists each of the contact's projects.
Opportunities	This grid lists each of the contact's opportunities.
Associations	This grid lists each of the contact's associations.