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Reviewing contact history
If you want to find out what contact your company has had with a particular company or person, you can investigate it in a number of ways.
- With the company or person Quick Look tab selected, review your recent history with this company or person at a glance. The Quick Look tab lists the most recent communications, cases, and sales opportunities linked to the company or person.
- With the company or person Summary tab selected, run a Company or Person Summary report to review a quick overview of account information in PDF format.
- With the company or person Communications tab selected, review the list of communications your company has had with the company or person.
See Also:
Company tabs
Running reports
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