Contact Workspace Ribbon
The buttons on the standard contact workspace ribbon are used to perform actions on the workspace.
For more information about the ribbon in general and the Quick Access toolbar, see Common Functionality Ribbon.
| Group/Button | Description |
|---|---|
| Editor | |
| Undock | Click to undock the contact editor from the console and display it in a separate window. |
| Save | |
| Save | Click to save the changes you have made to the
contact and continue working. The contact record remains open. When you save a contact, the rules engine evaluates it. If contact rules exist and the contact matches one or more rules, the record may be modified when you save it. For example, a rule can change a contact’s state or set a custom field value. |
| Save and Close | Click to save the contact and close the record. |
| Actions With the exception of the New and Appointment buttons, the buttons in this group are not enabled until after you have saved a contact you are adding. |
|
| New | Click to add a contact. |
| Refresh | Click to refresh the current contact record. |
| Appointment | Click to add an appointment that is associated with the contact. See Record Information Available in Outlook Appointments. |
| Click to print the contact record. | |
| Copy | Click to copy the contact record. |
| Delete | Caution: To understand the consequences
of this action before you delete a contact, see What Happens When You Delete a Contact. Click to delete the contact record. |
| Reset Password | Click to invalidate the contact’s current password. This action sends an email to the contact’s primary email address. Included in the email is a link to a page where a new password can be set. |
| Proofing | |
| Spell Check | Click to check the spelling of any fields that have spell checking enabled. See Spell Checking. |
| Links and Info | |
| Links | Click to select a URL from the list of links added by your administrator. |
| Info | Click to see details about the contact, including when it was added and last updated and the record ID. If the contact record is in a rules state, that information also appears. |