Contact Record - Searching Tips and Section Breakdown

This article will guide you through how to search for a Contact record and will outline where specific information can be found on the record, section by section.

New users:  This article will be EXTREMELY useful for getting familiar with the system and to help you with a flow for processes. 

Current users: There will be information in this article that will potentially be new to you as well, this is one you'll want to read over carefully.

View the Overview of the Contact Record (PDF) for must-read information about the anatomy of the Contact record. The PDF is located on the right under Files.


Article ID: 92595
Mon 11/18/19 12:14 PM
Tue 11/19/19 9:44 AM