Contact Card
Use the contact card to manage contact information and settings for resources such as clients, prospects, companies, employees, and suppliers. These include the job, job team, and contact access settings, profiles, optional fields, custom and interest codes, and default job settings. You can also manage emails, conversations, and documents, and view the tasks, jobs, and pipelines that contacts are on from the contact card.
- Related Topics:
- Display the Contact Card
Displaying the contact card depends on your location in WorkBook.
Parent Topic: Fields and Options