Customer Contacts
The Customer Contacts zone displays information about how and when 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 how the person was contacted. |
| 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 (
) icon in the upper right corner
of this zone.