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Contact Overview
Contact Overview
- Matthew Garrett
- Luke Robinson (Deactivated)
Owned by Matthew Garrett
Return to Client and Contact Management Module
The Contact Overview screen is used to manage the details for the contact displayed in the context bar.
Where there are multiple contacts against a client, the primary contact will be the default displayed in the context bar. Highlighting a specific contact and then clicking the Select button changes the contact shown in the context bar. This can also be achieved by using the Cycle Through Client Contacts arrow next to the contact name in the context bar.
