When viewing a list of contact records you will see an option to ‘View’ (
) the record. Clicking this icon provides you with access to view, edit, add, modify, and/or delete contact information depending on your security permissions. This training tutorial concentrates on all manageable aspects of a contact’s record for a top-level administrator. If you do not see options that are referenced in this document you may have lesser privileges within the system or your subscription does not include these features.
When viewing a contact’s record you will see several tabs of information depending on your subscription level:
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