How You Add Contacts from Other Records
You can add or edit a contact from the Contacts tab when you work with incidents, opportunities, and organizations.
These options are also available by right-clicking any contact.
| Button | Description |
|---|---|
| Add New | Click to add a new contact to the record. See Add a Contact. |
| Add Existing | Click to search for and add an existing contact to the record. See Record Search Options. |
| Open | Click to open the contact record. See Edit a Contact. |
| Click to print the contact record. See Print a Record. | |
| Copy | Click to copy the contact record. See Copy a Record. |
| Delete | Click to delete the contact record. See What Happens When You Delete a Contact. |
| Remove | Click to remove the contact association from the incident, opportunity, or organization. |
| Click to open your email client with an untitled
message to the contact. This button is enabled only if your profile includes permission to email contacts. |
|
| Set Contact Role | Click to assign a contact role to the contact.
See Set a Contact Role. This button is available only when editing opportunities. |
| Options | Click to display a drop-down list of options that include actions you can take, such as printing, forwarding, publishing, or exporting the contact data. |
These columns are available on the Contacts tab:
- Primary (for incidents and opportunities)
- Full Name
- Email Address
- Organization Name
- Office Phone
- Title
- Contact Role (for opportunities)
- Action
The Action column contains Open, Delete (secondary contacts only for incidents), and Print options for the contact. You can also access these options by right-clicking the contact. Other right-click options include Copy, Remove, Email, Set Contact Role (opportunities only), and Copy Cell to Clipboard. (The right-click options are the same as those offered by the buttons on the Contacts tab toolbar.)