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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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Changing the Current ContactUse the right arrow (indicated below) in the context bar. |
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Or Use the Name drop-down field. |
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