Contact Summary Dialog Box

Use the Contact Summary dialog box in Outlook to view a contact's current Vision activities, projects, proposals, and associations.

Location

To display the dialog box, complete the following step:

When you view existing contact information or enter a new contact in Outlook, click the Add-Ins tab and click Contact Summary on the toolbar.

Contents

Field Description
Activities This grid lists each of the contact's activities.
Projects This grid lists each of the contact's projects.
Opportunities This grid lists each of the contact's opportunities.
Associations This grid lists each of the contact's associations.