Inspect Contact Details

View a contact fact sheet, which displays contact details.

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 Settings > Contacts.
  • View relationships, activities, leads, opportunities, or interactions for the contact.
  • View sales documents associated with the contact.
  • Create new relationships, activities, leads, and opportunities.
  • View contact notes.