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

  1. Navigate to the Companies screen, then the Companies List view.

  2. 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.