PPContacts

Use the PPContacts module to create and manage pcontacts for your organization. Contacts are individuals who are not employees of your organization such as customers and vendors.

The PPContacts Home page displays the following information:

A Search sub-panel where you can enter the subject or pcontact to search for related activities. To perform an advanced search using additional fields, click the Advanced Search tab.
To customize and save the search layout and results, click the Saved Search & Layout link on the Advanced tab. To view a column in the search result, move it to the Display Column list using the left arrow. You can also change the order in which the results display from Ascending to Descending. Enter a name for the search results in the Save this View as ? field and click Save.
To search for pcontacts in records assigned to you, select Only my items.
To perform an advanced search using additional fields, click the Advanced Search tab.
To customize and save the search layout and results, click the Saved Search & Layout tab.

A list of existing pcontact names along with related information such as the account name and email address.

To edit the pcontact details, click the Edit icon adjacent to the user name; alternatively, click Edit on the detail page.
To email a pcontact, click the email address.

To view the details of a pcontact, click the name in the PPContacts list.

To update, delete, and synchronize multiple pcontacts, select the contacts from the list and use the Mass Update section.

To display the details of a pcontact, click the contact name in the list.

To export one or more pcontacts, click Export located above the contact names.

To merge duplicate pcontacts into one record, select the contacts, and click Merge Duplicates.

A Shortcuts section that displays the following options:

Create PPContact. Click this option to create a record for a new pcontact.
Enter Business Card. Click this option to add information from the business card of a new pcontact.
Create From vCard. Click this option to import a vCard file from your local system.
PPContacts. Click this option to navigate back to the Contacts Home page from a pcontact's detail page.
PPContact Reports. Click this option to view an existing report on your pcontacts, or to create a new report.
Import. Click this option to import pcontact information from an external application or file.