Contact Persons Sub-Tab
This section describes the fields and actions on the Contact Persons sub-tab of the Contact Companies workspace.
Sub-Tab Fields
| Field | Description |
|---|---|
| Name | This field displays the name of a contact person for the current contact company.
Update the information as needed. |
| Position | This field displays a contact person's position.
Update the information as needed. |
| Phone | This field displays a contact person's phone number.
Update the information as needed. |
| This field displays a contact person's email address.
Update the information as needed. |
Sub-Tab Actions
| Button | Description |
|---|---|
| + Add Contact Person | Click this action to add a contact person to a contact company. |
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Click this icon to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
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Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. |
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Click this icon to maximize the table view. Click this icon to restore the default display size of the table. |
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Click this icon to open the Customize Columns window. |
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The Row Tools icon allows you to add lines/information to the lines of a record. For contact person lines, choose from the following actions:
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Parent Topic: Information Tab