Contact fields and areas
Areas (left navigation)
Section titled “Areas (left navigation)”| Area | Shows |
|---|---|
| Org | The units and people of your own organization. |
| Contacts | The people visible to you, inside and outside your organization. |
| Companies | The organizations those people belong to. |
| Lists | Your saved lists of contacts. |
| Emergency | The contacts flagged as emergency contacts. |
| Duplicates | Suggested duplicate records to review. |
| History | Merges and the recorded actions on your records. |
| Trash | Soft-deleted records, which you can restore or purge. |
List columns
Section titled “List columns”- Name, Email, Unit, Seat.
The Add-contact form
Section titled “The Add-contact form”- Identity — First name, Last name, Display name, Record class, Job title, Company, Gender, Marital status, Nationality, Birthday, Website, Messenger.
- Contact details — Emails, Phones, Addresses (add several).
- Qualification — Status, Rating, Emergency contact, Sync to CRM.
Header
Section titled “Header”Export vCard downloads what you can see; the header also shows the organization you are searching within and your seat usage.
