Contact Persons Sub-Tab

This section describes the fields and actions on the Contact Persons sub-tab of the Opportunities workspace

Sub-Tab Fields

Field	Description
Contact Person No.	This field displays the number associated to the contact person for the current opportunity. If you are adding a new contact person, select the number associated to your contact person from the drop-down list. If you select a contact person number, Maconomy auto-populates the Name field.
Name	This field displays the name of the contact person for the current opportunity. If you are adding a new contact person, select the contact person's name from the drop-down list. If you select a contact person, Maconomy auto-populates the Contact Person No. field
Position	This field displays a contact person's position. If you are adding a new contact person, Maconomy auto-populates this field after you save either the contact person's name or identification number.
Phone	This field displays the phone number of the contact person if it is available. If you are adding a new contact person, Maconomy auto-populates this field after you save either the contact person's name or identification number.
Email	This field displays the email address of the contact person if it is available. If you are adding a new contact person, Maconomy auto-populates this field after you save either the contact person's name or identification number.

Sub-Tab Actions

Button	Description
+ Add Contact Person	Click this action to create a new contact person for the current opportunity.
↑ Move up	Click this action to move the current line above the previous line in the table.
↓ Move down	Click this action to move the current line below the next line in the table.
	Click this icon 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 icon 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 icon to maximize the table view. Click this icon to restore the default display size of the table.
	Click this icon to open the Customize Columns window.
	The Row Tools icon allows you to add lines/information to the lines of a record. For opportunity contact person lines, choose from the following actions: Insert Opportunity Contact Person - Click this action to add a new contact person. Delete Opportunity Contact Person - Click this action to delete a contact person. Revert - This action appears when you are adding a new opportunity contact person and allows you to undo your changes.