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The Finance Shop Knowledgebase Menu
The Finance Shop Knowledgebase Menu
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The Contact Overview screen is used to view and edit general and summary contact information that can be viewed at a glance. More in-depth information may be accessed through various contact related screens and lists.

The Contact Overview screen may look slightly different depending on the contact's entity type (i.e., Corporation, Name Only, or Person).


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titleOpening the Contact Overview Screen - Click here to expand...
  • From the Contact menu, select Overview.
  • From the sidebar, select Contact then Overview.


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Changing the Current Contact

Use the right arrow (indicated below) in the context bar.

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Or

Use the Name drop-down field.

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IMPORTANT CONCEPTS

If the client is an individual, users will be able to see their details listed on the Contact Overview screen.