Using Experts > Using the Contact Expert

Handling Contact Expert Tasks

You can complete the following tasks from the Contact Expert window:

• Access the auto dialer:See Accessing the Auto Dialer for more information.

• View a contact:See Viewing Record Contacts for more information.

• Log a contact and remove the record from list:See Logging and Removing Contacts for more information.

• Defer a contact:See Deferring Contacts for more information.

• Add memos:See Logging and Removing Contacts for more information.

• Add notes:See Adding Contact Notes for more information.

• Merge with letters:See Merging Contact Letters for more information.

• Delete a contact list:See Deleting Contact Lists for more information.

Related Topics

Accessing the Auto Dialer

Viewing Record Contacts

Logging and Removing Contacts

Deferring Contacts

Adding Contact Memos