Bookshelf v7.5: Contacts Screen Views

Table 2. Views of the Contacts Screen
Feature	Description
My Contacts	Displays a list of contacts where the user is a member of the contact team for the contact.
My Team's Contacts	Displays a list of contacts where employees who report to the user are on the contact team for the contact.
All Contacts Across Organizations	Displays all contacts throughout your company. This includes contacts that do not belong to your organization.
All Contacts	Displays a list of all contacts throughout your company, within the organization to which you belong.
My Personal Contacts	Displays a list of nonbusiness contacts that cannot be shared with others.
Manager's Explorer	Displays a hierarchical view of the contacts assigned to a manager.
Assessments	Provides a method of associating assessment templates with a contact. An assessment template is set of attributes used to assess business potential.
Contact Summary	Displays a snapshot of vehicles, households, opportunities, and service requests associated with a selected contact.
Households	Displays households associated with a contact.
Image	Displays an image of the contact.
Profile	Displays additional information about the contact, including approval authority, level of education, and preferred communication methods. This view can only be accessed by the administrator.
Quotes	Displays all the quotes associated with a contact, and provides a method for adding new quotes. A quote is a formal offer of product or service detail, price, and terms of the sale provided to potential customers. For more information about the Quotes screen, see Working with Quotes.
Relationships	Displays a list of individuals and the relationship each has to the contact.