Contacts Toolbar

Use the toolbar in the Contacts area to edit contact information or add a touchpoint for the contact.

Contents

Field Description
Click this icon if you want to use the Edit Contact form to make changes to the summary and overview information for the currently selected contact or you want to delete that contact. (In most cases, you can also change this information directly in the summary along the left side of the Contacts area or on the Overview tab.)
Click this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed contact. (You can also add touchpoints for a contact on the Touchpoints tab.)