Contacts Actions Bar
Use the Actions bar in the Contacts hub to edit contact information or add touchpoints for the contact.
Commonly Used Actions
Click the buttons on the Actions bar to quickly access commonly performed actions.
Other Actions
Click the Other Actions menu to choose other tasks.
Field | Description |
---|---|
Copy | Click this option to copy the currently displayed record.
If DPS detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record. In most cases, copying a record with attached documents does not copy the documents to the new record. |
Disqualify Contact | This option displays if your enterprise uses CRM Plus and enables the Lead Qualification process in Settings. Click this option if you decide that a contact is no longer a good candidate for an opportunity. This keeps the contact in the database for future use. |
Revert to Lead | This option displays if your enterprise uses CRM Plus and enables the Lead Qualification process in Settings. Click this option If you decide that a qualified or disqualified contact should be changed back to a lead. |
Design | If you have access rights to Designer, click this option to open the screen designer, which you can use to add tabs, grids, and fields. |
Delete | Click this option to delete the currently displayed contact record. |
Print Report | Select this option to print the associated report directly from this form or to open a dialog box on which you can specify print options before generating the report. See Print a Hub Report for more information. |