Contacts Form

Use the Contacts form and its tabs to enter, view, and edit information for each contact that your company or enterprise wants to track.

Contents

Field Description
Search

Use the search field above the contact name to search for and select the contact that you want to review or edit.

To refine the results set, click the search filter drop-down arrow and select a standard or custom search:
  • Active: Display a list of active contacts.
  • All: Display a list of all contacts (both active and inactive).
  • Mine: Display a list of contacts that have a status of active and on which you are a member of the team.
  • Active Leads: Display a list of contacts that have a qualification status of New Lead and a status of active.
  • Qualified: Display a list of contacts that have a qualification status of Qualified and a status of active.
  • [saved custom search filter]: Select a previously saved custom filter to display the contacts returned by that search.
  • Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use.
For information about creating and using searches, see the following topics in Basics:

If a contact is inactive or not qualified, the search results lists displays different icons to indicate the status. You can hover over the icon/indicator to display the status. See the following topic for additional information: Contact Status and Qualification Indicators

x of x Use these arrow icons to scroll through the hub records and open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results.
+ Add Contact

Click this option to open the Contact form and add a new contact record.

This option is available if your security role is allowed to add records.

Name

After you add a new contact record, the contact's name displays above the tabs. To edit the name, click next to the Name field on the Overview tab and use the Name dialog box to edit as needed.

Title After you add a new contact record, the contact's job title displays just below his or her name.
Last modified by These fields, located below the contact's name, display the date the contact information was last changed and the name of the person who made the changes.
Click the Switch to List View icon to switch to the list view of the hub form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Hub records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the List View Settings dialog box.

For information about selecting columns, see Select Columns for a Grid.

For more information about working in list view, see Use List View.

After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a hub for the first time; thereafter, the view that was active when you closed the application will display when you open. In detailed view, all fields in the hub are displayed on tabs on the hub form. The detail view is the format that is described in help topics in the Help system.

Related Topics:

  • Display the Contacts Form
    You display this form in the Contacts hub from the browser application.
  • Contacts Actions Menu
    Use options on the Actions menu in the Contacts hub to edit contact information or add touchpoints for the contact.
  • Contact Status and Qualification Indicators
    The icons in the Contact lookups act as visual indicators for the type or qualification status of the contact record.
  • Contacts Summary Pane
    The Contacts Summary pane displays the contact's key information and remains visible as you move from one tab to another.
  • Contacts Overview Tab
    The Overview tab provides a snapshot of the selected contact's description, most recent opportunity and activity, firm address and associated market, and any other contact addresses and associated currencies.
  • Contacts Activities Tab
    Use the Activities tab in the Contacts hub to create and maintain lists of activities and categories.
  • Contacts Marketing Campaigns Tab
    A marketing campaign is an event or activity designed to reach new and existing clients to generate new business. For example, you might send an e-newsletter or speak at a conference. Use the Marketing Campaigns tab to associate one or more marketing campaign records with a contact.
  • Contacts Associations Tab
    Use the Associations tab to create and maintain lists of the opportunities, other contacts, and projects that are associated with a contact.
  • Contacts Our Team Tab
    Use the Our Team tab to create and maintain a list of the employees who are associated with the contact record. You can also include a description of their relationships to that contact.
  • Contacts Files and Links Tab
    Use the Files and Links tab to upload, view, and store files that are related to the current contact record. You can also add URLs, email addresses, and links to files and graphics.
Parent Topic: Fields and Options