View a contact fact sheet, which displays contact details.
Your cursor position on the Contact fact sheet determines which actions you can perform, for example, you must select the contact address before you can view it on a map.
Note: If a contact contains warning messages, the warning messages also appear on the account associated with the contact and all contacts associated with that account.
From the contact fact sheet, you can:
- View work address, personal address, and contact information.
- View the address on a map.
- Call or send an e-mail message.
- Add a CRM contact as a personal contact in the native address book. To see this menu option, you must turn on the View Personal Contact setting in .
- View relationships, activities, leads, opportunities, or interactions for the contact.
- View sales documents associated with the contact.
- View contact notes.