Adding further personal details about a contact
Refers to:
companies form → contacts selection
contacts form
From the Company form:
Every company contact also has a Person record. If you want to add further information about a particular contact:
- Click on the contact filter
- enter a filter criterion in the keyname box, and click find
- double click on the contact in the list at the bottom half of the form, or select the record, and click expand.
From the top menu:
- Click on the contacts button
This opens the person screen for the selected company contact.
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