Open an existing contact on an account record
- (If one is not open already) Open an existing account record.
Click the Contacts tab.
Select the contact record you want to view, and then, near the bottom of the dialog box, click Open.
The Contact Detail dialog box appears.
(Optional) Add any or all of the following information for a contact.
To do this See instructions in
Add phone numbers
Add email addresses or
Add custom data fields (user-defined fields)
Add data in user-defined fields
Add attachments and
View account modification history