Contacts Management

Contacts Tab
The Contacts Tab displays contact search results and allows contacts to be added, edited or deleted (where users have the rights to do so). Active F...
Fri, 22 Feb, 2019 at 5:00 PM
Contact Details
This dialog allows new contacts to be created or existing contacts to be edited (depending on the settings for individual employees). Contacts are normall...
Thu, 1 Jun, 2017 at 2:07 PM
Right-click menu in Contacts
Right-click an entry in the Search Results list to display these menu options:   View – opens the Contact Details for viewing (and editing if the use...
Thu, 1 Jun, 2017 at 2:08 PM
Contact Select in Knowledge, Records and Jobs
This dialog allows users to search for and select one or more contacts for use in creating merge documents or automatically file records. By default, only a...
Thu, 1 Jun, 2017 at 2:20 PM
External Data Refresh
This option refreshes the copy of the contact data stored in the HowNow database. This task can be performed in two ways. Automatic Refresh If the File...
Thu, 1 Jun, 2017 at 2:12 PM