Manage Contacts

You can manage the external contacts that you created in the Contacts plugin. Actions that you can perform include viewing the contact record history, updating a contact, and deleting a contact.

Note:  Internal contacts are managed in the Admin area. You can only view contact information in the Contacts plugin.

To manage a contact

1. In the Contacts plugin, in the Accounts page, search for the contact you want to update.
   • Click Filter to search for a contact using criteria from the contact record.
2. Select the contact. The contact profile opens. The Profile field indicates if an item needs attention. A red dot appears in the category that needs attention.
   
   
   
   
3. Perform any of the following actions: