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
- 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.
- 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.
- Perform any of the following actions:
If you want to… | Then… |
View the past updates | Click History. Note: You cannot modify this information. |
Delete a contact |
|
Update a contact |
|
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||