The Contacts tab displays all contacts on file for the customer. Customer contacts are not to be confused with Call List Contacts. Call List Contacts are setup on a System record.
Add New Contact Button
Click the Add New Contact button to open a form for entering a new contact for the customer.
Add Existing Contact Button
Click the Add Existing Contact button to open a list of all contacts in the database for all customers. You can select one or more contacts from the list to save on the current customer's contact list.
Edit Button
Click the Edit button to open the contact record for viewing and/or editing.
Delete Button
Click the Delete button permanently delete the contact record.
