Contact Persons Sub-Tab

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

Sub-Tab Fields

Field Description
Name This field displays the name of a contact person for the current contact company.

Update the information as needed.

Position This field displays a contact person's position.

Update the information as needed.

Phone This field displays a contact person's phone number.

Update the information as needed.

Email This field displays a contact person's email address.

Update the information as needed.

Sub-Tab Actions

Button Description
+ Add Contact Person Click this action to add a contact person to a contact company.

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 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.