Work with account contacts

You can add, edit, and delete detailed contact information for an account record. You can also attach files and signatures for the contact, add custom data user-defined fields to a contact record, and enter data for the user-defined fields.

 

Add a contact to an account record

Open an existing contact on an account record

Edit or delete a contact on an account record

Add notes to a record

Add custom data user-defined fields to a record

Enter custom data in user-defined fields for a record

Add attachments and signatures to a record

Review the modification history of a record