To view the Account or Contact Profile Page, from the Navigation Panel select Contacts or Accounts. On these list pages, each account or contact name is hyperlinked to its profile page. After clicking the link, it will load the Profile for that particular account or contact. Please see the Pod views below as they are a little different within the Contact and Account Pages.
Contact Profile Page View:
Account Profile Page View:
Add a Tag
When you add a tag, you can search for and select one that you have already used on other contacts. Or, you can create a new one. A tag is meant to be a short keyword about the contact. Please do not type out full sentences for the tag.
- In the Tag field, type the first two characters of the tag. A drop list, listing potential matches appears assuming that tag is used in at least one other contact. If the list is too long, you can continue to type in the field to narrow the list.
- If you wish to use an existing tag - select it from the list. If you wish create a new tag - continue to type the tag, ignoring the tags on the list. Then press Enter.
- The tag appears in the pod.