Open an existing contact on an account record

1. (If one is not open already) Open an existing account record.

2. Click the Contacts tab.

   

3. Select the contact record you want to view, and then, near the bottom of the dialog box, click Open.

   The Contact Detail dialog box appears.

   

4. (Optional) Add any or all of the following information for a contact.

   To do this	See instructions in
   Add phone numbers	Add phone numbers.
   Add email addresses or Internet URLs	Add email addresses and URLs.
   Add notes	Add notes to a record.
   Add custom data fields (user-defined fields)	Add custom data user-defined fields to a record.
   Add data in user-defined fields	Enter custom data in user-defined fields for a record.
   Add attachments and signatures	Add attachments and signatures to a record.
   View account modification history	Review the modification history of a record.