Viewing an Aggregated List of Contacts for a Company
Use the following procedure to view an aggregated list of contacts for a company.
To view an aggregated list of contacts for a company
Navigate to the Companies screen, then the Companies List view.
Drill down on a company, and click the Contact-Roll-up view tab.
The associated hierarchy appears on screen. All contacts associated with the company and all of its children appear in the Contacts-Roll-up list.
In the Contacts-Roll-up list, you can:
Drill down on a last name to navigate to the Contacts screen.
Drill down on a company to navigate to the Companies screen, then the Contacts view.
Drill down on an email address to open a blank email message addressed to the contact who has that address.