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.
Email 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:
  • Delete Contact Person - Click this action to delete the contact person from the contact company.
  • Revert - This action appears when you are adding a new contact person and allows you to undo your changes.