Working with Contacts from the Dashboard

To open the Dashboard: From the main menu, click Home.

The Contacts section displays your contacts in a convenient Rolodex format. You can search for and display a contact, view and manage your favorites list, scroll through multiple contacts, quickly send an email, and more.

To work with contacts from the Dashboard

1. Click a letter to display contacts whose last name begins with that letter.

2. If a list of your contacts is displayed, click Quick view to display additional details about a contact (for example, their address, contact information and contact type). You can do the following from the Quick view: More Info:

   • Click Show/Add notes to view or add contact notes.

   • Click Add to favorites to add the displayed contact to your favorites list.

   The favorites list makes those contacts you deal with easily accessible.

   • Use the Previous and Next arrows to switch between contacts. This can be a useful tool when cold calling.

   • Click Close to return to the list view.

3. Click Full view adjacent to a contact's name to display their contact record. For more information, see "Viewing or editing a contact".

4. In the text box on the right side of the Contacts section, search for a contact by entering the contact's last name, phone number or email address. Click the Start search icon .

5. Click the Favorites icon to display all contacts that you have added to your favorites list.

6. If the contact's email address is displayed in the Contact at column, click it to send an email to that contact. For more information, see "Composing an email message".