Browse Company Contacts dialog box

1 minute
9 months ago

Browse Company Contacts dialog box

Use this dialog box to view all of the contacts for the selected company. You can also use this dialog box to edit the company and contacts, and send an email message or a form letter to the contacts.

 Click to open the Modify Contact dialog box to edit the selected contact’s information.

 Click to open the Modify Company dialog box to edit the selected company’s information.

 Click to open the Select Form Letter Template dialog box to select a form letter to send to the selected contact.

 Click to create an email message to send to the selected contacts.

Columns

Refer to the Modify Contact dialog box topic for a description of the columns.

 

To access this dialog box

Select a company, then click Browse Company Contacts from the Tasks panel of the Newforma Contact Directory.