Exact Synergy Enterprise

Viewing Contact List

Introduction

At this page, all the contacts for the selected account are displayed. You can also create new contacts or search for contacts with duplicate names.

Menu path

To view the contacts list, click Accounts on the left menu. Next, define the search criteria, click Refresh, and then click the account type in the overview. Click the required link of the account under the Account: Name column, and then click All under the Contacts section.

Roles & rights

All users can view the contact list.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Refresh

Click this to display the results of the search criteria.

New

Click this to create a new contact person. For more information on how to create a new contact person, see Creating and Modifying Contacts.

Validation

Click this to search for contacts with duplicate names. For more information, see Searching for Accounts with Duplicate Contact Name.

Close

Click this to exit.

Description

Sort by

Select the method of sorting the contacts. You can sort by Title, Full name, Last name, Job description, or Language.

Inactive

Select this check box to display the contact persons of the account with an inactive status.