Refers to:
person form → Contact events tab

Click on the Contact Events tab to see all the contact history for the selected company contact.

  • To open up the contact details click on the Expand button.
  • To view all contact history for all company contacts click on the For All Contacts button.
  • Process will open the Contact Event Selector form prefilled with these contact events, for reporting or analyzing.
  • Add a new Contact Event by clicking the Make Contact Event icon.

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  • ug2-09.txt
  • Last modified: 2017/12/01 16:35
  • (external edit)