Contacts Actions Bar

Use the Actions bar in the Contacts hub to edit contact information or add touchpoints for the contact.

Actions

Use the options on the Actions bar to quickly access commonly performed actions.

Other Actions

Click this menu to perform other tasks.

Field Description
Find Field

Select this action to quickly search for any field name or database column identifier on a hub form and its tabs. The field names are the actual names that display on a hub form and its tabs. The field identifiers are the database column names for each field, which can include grids, lookups, calendars, and other selection lists.

In the Find Field, enter a partial or complete name or number and click to return all available fields. The number of matches found displays below the search field.

When multiple matches are found, click or to page through the results on the form and its tabs. As you page through the field results, the hub form highlights a specific form field or the grid, lookup, or drop-down list that contains the specified field record.

For more information, see Find a Field on a Hub Form.