Contact Manager
The Contact Manager is an interface that allows you to quickly manage Customer records. Use the Contact Manager to:
- View: View a Grid list or card view of Customer records, or view a specific record in detail. In Grid and Card view, Customer records are listed alphabetically by last name, organized by lettered tabs (ex: ABC, DEF, etc.).
- Find a specific Customer record using filtering and searching options.
- Create, edit, or delete a Customer Record.
The Contact Manger can be opened several ways in the CSM Desktop Client or Browser Client.
To open the Contact Manager:
- From the CSM Desktop Client menu bar, click Customer>Contact Manager.
- From the CSM Browser Client menu bar, click Tools>Contact Manager.
- From a Business Object record, click the
Customer Selector button
.
- From the Team and Workgroup Manager in CSM Administrator (CSM Administrator>Security>Edit Teams and Workgroups), select the Customer Workgroup radio button, click the Members tab, and then click the Add button.
- Tabs: View Customer records, organized alphabetically by last name on lettered tabs.
- Search: Shows/hides search and filtering options:
- Search: Search for a specific Customer record (ex: Search any searchable field, such as First Name, Last Name, etc.).
- Changed: Displays a time frame filter to refine your search (ex: Anytime, Today, Previous Month, etc.).
- Record View: Displays a Grid list or card view of Customer records, or a specific Customer record in detail.
Good to know:
- From the Grid, you can print, export, run an Action, sort, filter, group, size, move/reorder, and add/remove columns. Double-click a record to display it.
- See Contact Manager Behaviors for tips on working with Customer records in the Contact Manager.