Customer Contacts

The Customer Contacts zone displays information about when and why the person was contacted. It contains the following columns:

Column Name Column Description
Contact Date Displays the date when the person was contacted.
Customer Contact Information Displays information about the customer contact.
Note: It has a link. On clicking the link, the Customer Contact screen appears where you can view the details of the customer contact.
Contact Type Indicates the reason for the customer contact.
Comments Displays additional information about the customer contact.

You can filter the list using various search criteria (such as, On or Before Contact Date, Contact Class, Contact Type, and Show Open Contacts Only) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.

Related Topics

For more information on... See...
How to view the Customer 360° Information of a person Viewing the 360° Information of a Person
Customer 360° Information - Person tab Customer 360° Information - Person