53 lines
3.5 KiB
HTML
53 lines
3.5 KiB
HTML
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<!--
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/*********************************************************************************
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* The contents of this file are subject to the SugarCRM Enterprise Subscription
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* Agreement ("License") which can be viewed at
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* http://www.sugarcrm.com/crm/products/sugar-enterprise-eula.html
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* By installing or using this file, You have unconditionally agreed to the
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* terms and conditions of the License, and You may not use this file except in
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* compliance with the License. Under the terms of the license, You shall not,
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* among other things: 1) sublicense, resell, rent, lease, redistribute, assign
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* or otherwise transfer Your rights to the Software, and 2) use the Software
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* for timesharing or service bureau purposes such as hosting the Software for
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* commercial gain and/or for the benefit of a third party. Use of the Software
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* may be subject to applicable fees and any use of the Software without first
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* paying applicable fees is strictly prohibited. You do not have the right to
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* remove SugarCRM copyrights from the source code or user interface.
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*
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* All copies of the Covered Code must include on each user interface screen:
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* (i) the "Powered by SugarCRM" logo and
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* (ii) the SugarCRM copyright notice
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* in the same form as they appear in the distribution. See full license for
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* requirements.
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*
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* Your Warranty, Limitations of liability and Indemnity are expressly stated
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* in the License. Please refer to the License for the specific language
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* governing these rights and limitations under the License. Portions created
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* by SugarCRM are Copyright (C) 2004-2008 SugarCRM, Inc.; All Rights Reserved.
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********************************************************************************/
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/*********************************************************************************
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********************************************************************************/
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-->
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
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<h1>Contact Detail Page</h1>
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<p>View the contact details such as address, activities, history, and opportunities. You can create and manage any of this information from the appropriate sub-panel.</p>
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<ul>
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<li>To edit the contact information, click <span class="helpButton">Edit</span>, make the necessary revisions, and click <span class="helpButton">Save</span>. </li>
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<li>To duplicate the information, click <span class="helpButton">Duplicate</span>. You can then make modifications to the record and save it as a different contact. The system displays the new record in the list on the Contacts Home page.</li>
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<li>To find duplicate records, click <span class="helpButton">Find Duplicates</span>.
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<li>To view or merge data from external data sources, click <span class="helpButton">Get Data</span>. This button displays only if the system administrator has enabled this functionality.
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<li>To manage newsletter subscriptions, click <span class="helpButton">Manage Subscriptions</span>. To add the individual to a newsletter subscription mailing list, select the newsletter from the Available Newsletters list and drag it to the NewsLetters Subscribed To list.
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Similarly, to remove the individual from the mailing list of a newsletter, drag the newsletter from the Newsletters Subscribed to list to the Available Newsletters list. Click <span class="helpButton">Save</span> to update the information.
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<li>To delete a contact, click <span class="helpButton">Delete</span>.</li>
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<li>To track changes made to contact information over time, click the <span class="helpButton">View Change Log</span> link.</li>
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</ul>
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