•Select CRM/Sales > CRM > Contact List from the Navigation Panel or Menu.
•The Contacts will appear in the selection grid.
•The commands related to Contacts (New, Close, Print, etc.) appear in the Ribbon above, or you can right-click in the selection grid for the speed menu.
•You can use the Grid Filter above the selection grid to view Contacts by different criteria.
•You can also look for a Contact in the list by Typing in a Column or performing a Full Text Search.
•If you want to see the detail view panel for the currently selected record, click the Show Detail View button. Remember that the Hide Detail View/Show Detail View toggle button allows you to switch between hiding and displaying the screen's detail view panel.
•The Default/Billing Contacts color-coding is determined by the Contact Color Options in CRM System Settings.
