Displaying Contacts

You can view a list of previous and current contacts made for a record.

To view a list of contacts for a record:

  1. In the Contact Expert window, select a record from the list in the left pane.

  2. Select a contact from the Previous Contacts section.

  3. Select Contacts > By Date or Contacts > By Type from the Options section of the Express bar or the Options menu. The Contacts for window is displayed.