Contact Persons Table
This section describes the fields and actions on the Contact Persons table of the Information tab of the Contact Companies workspace.
Table Fields
| Field | Description |
|---|---|
| Name | This field displays the name of a contact person for the current contact company. |
| Position | This field displays a contact person's position. |
| Phone | This field displays a contact person's phone number. |
| This field displays a contact person's email address. |
Table Actions
| Button | Description |
|---|---|
| +Add Contact Person | Click this action to add a contact person to a contact company. |
|
Click this action 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. |
|
Click this action 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. |
|
Click this action to maximize the table view.
Click this action to restore the default display size of the table. |
|
Click this action to open the Customize Columns dialog box. |
|
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:
|
Parent Topic: Information Tab