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 |
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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 |
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+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. |
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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. | |
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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:
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Parent Topic: Information Tab