Contacts Master

You can view all account Contacts in the Contacts Master window. Open the window by selecting Contacts from the Account menu.

Note: To view the Contacts associated with an account, click the Contacts tab.

The Contacts master window displays these details for all Contacts:

Field	Description
First and Last Name	The contact's first and last names.
Job Title	The contact's job title.
Phone	The contact's primary landline phone number.
Email	The contact's email address.
Mobile	The contact's primary mobile phone number.
Company Name	The company name for the Contact. This defaults to the company (Debtor, Creditor or Non Account) selected when you created the Contact.

Search for a Contact by entering search terms in the Search Key field and clicking the Search button.
You can filter the list of Contacts by Contact List. You can select multiple classes.
You can filter the list of Contacts by Marketing Class. You can select multiple classes.
Double click on a Contact to edit it, or click the New button to create a Contact.
Click the button to send an email to the selected Contact(s).
Click the button to create and send a Clarity merge letter to the selected Contact(s).

Right click on a Contact to:

Send Email - Send an email to the Contact. This option is not available if the contact doesn't have an email address.
New Opportunity - Create an Opportunity for the Contact.
New Activity - Create an Activity for the Contact.
Selected Items > Export to Outlook - Export the details of all selected Contacts to Microsoft Outlook. This option is only available if Exo Business CRM is licensed.
Selected Items > Merge Letter with List - Create a merge letter to send to the selected Contacts.
Selected Items > Add to Contact List - Select a Contact List to which to add the Contact . This option is only available if Exo Business CRM is licensed.