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Related Articles

• Accessing Your Contact Manager
• Adding or Editing Custom Fields for Your Contacts
• Setting up Your Contact Manager
• Managing Tasks in Contact Manager
• Adding a Contact Manager Signup Option to Your Website
• Managing Notes in Your Contact Manager
• Customizing the Columns in the Contact List

Viewing and Editing Contact Details

You can view a contact's details including contact information, sales, notes, and groups.

To View a Contact's Details

1. Log in to your Contact Manager.
2. In the menu bar, select Contacts.
3. From the list of contacts, double-click on the name of the contact you want to see.

From the User Name page, you can add a bulletin, add and search notes, add to groups, and view reports.

To Edit a Contact's Details

1. Log in to your Contact Manager.
2. In the menu bar, select Contacts.
3. From the list of contacts, double-click on the name of the contact you want to edit.
4. On the User Name page, click the Edit Contact icon.
5. Edit the fields as desired, and click Save.