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 user can edit contacts) - it is the same function as double clicking.
- Email (F7) – creates an email from the contact's email address.
- File Note (F9) - creates a file note for the selected contact.
- Refresh (only available if the user is a Contact Data Updater) - refreshes the contact data in HowNow from the external data source.
- Invite to Portal (only available if the HowNow Portal is installed) - allows you to give a client access to the portal.
- Add Portal Account - allows you to add an additional account to have access to this client's files on the portal.
- Disconnect from the Portal - if the client is already set-up on the portal, they can be disconnected (usually if they are no longer a client).
- New (only available if the user can add contacts) - creates a new contact record.
- Edit (only available if the user can Edit contacts) - opens the contact profile dialog for edit.
- Delete (only available if the user is a HowNow Administrator) - deletes one or more contacts provided they don't have any records attached.