| Field | Description |
|---|
| Contact search field
|
Use the field immediately above the contact name to search for and select the contact that you want to review or edit.
On the drop-down list at the left end of the search field, select a standard or custom search:
- Click
ACTIVE to select from a list of contacts with the Active status.
- Click
ALL to select from a list of all opportunities (both active and inactive)
- Click
MINE to select from a list of contacts for which you are a member of the team. (You are on a contact's team if you are listed on the Team tab for that contact.)
- Click a previously saved custom search to display the contacts returned by that search. (To see the search criteria for the currently selected custom search in a tooltip, hover over the search name if the search is saved, or over
Custom if it is not saved. Tablet users can display the search in the Custom Contact Search dialog box to see the search criteria.)
- Click
Custom at the bottom of the list to create and save or apply a new custom search.
To further restrict the list of contacts, do either of the following in the search field:
- To search for and display a list of contacts with names (first, middle, last, or preferred names) that begin with a specific character, type the character in the field and pause.
- To search for and display a list of contacts with names (first, middle, last, or preferred names) that contain a specific sequence of two or more characters, type the characters in the field and pause. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.)
Tip: If you enter characters in the search field and then want to remove them, you can click the
 icon at the end of the field to clear the field.
Tip: The number of contacts in the current search results displays at the right end of the search field.
|
| + Add Contact
|
Click
+ Add Contact to add a new contact.
This link is only available if have the access rights that are required to add records.
|
| Name
|
The contact's name displays above the tabs.
If the name is too long to display completely, position the mouse pointer over it to display a tooltip containing the full name.
To edit the name, hover over the name, click
 , and make your changes in the Edit Name dialog box.
|
| Title
|
The contact's job title displays just below his or her name.
To change the title, click
on the Contacts toolbar.
|
| Last modified
|
These fields, located below the contact's name, display the date the contact information was last changed and the name of the person who made the changes.
|
| Organization
|
This field displays the name of the
organization with which the contact is associated.
Click the name to display a tooltip containing
organization information: market, primary location, phone number, and
organization status. Click
More in the tooltip to display the full
organization record on a separate browser tab.
To change the
organization, click
on the Contacts toolbar.
|
| Location
|
This field displays the
organization location with which the contact is associated.
To change the location, click
on the Contacts toolbar.
|
| Status
|
This field displays the contact's status:
Active,
Inactive, or
Terminated.
To change the status, click this field and select the new value.
|
| Source
|
This field displays the source of the contact, that is, where or how your firm first encountered the contact (for example,
Client Reference).
To change the source, click this field and select the new value.
|
| Contact Information
|
These fields display the contact's phone numbers and email address.
To change that information, hover over the fields, click
next to
Contact Information, and make the changes in the Contact Information dialog box.
|