Contact Manager Behaviors
Menu Bars and Toolbars
Use the CSM Desktop Client menu bar/toolbar and Browser Client menu bar/toolbar to access Table Management operations, such as:
- Navigating records.
- Switching between Grid view and Current Record view.
- Adding, editing, and deleting Customer Records.
Context Menu (Desktop Client Only)
Use the Contact Manager context (right-click) menu to quickly access common Contact Manager operations.
| Menu Item | Description |
|---|---|
| Go to Record | Displays the selected Customer Record. |
| New | Creates a new Customer Record. |
| Delete | Deletes the selected Customer Record. |
| Print Grid | Prints the active Grid. |
| Export Grid | Exports the active Grid to a file. |
| Tip: If Context Menu Actions are defined, an Actions menu item is also displayed to run Actions. | |
Record Views
There are several ways to view records in the Contact Manager:
- Grid list: Select the
Show Results Grid button
on the toolbar to display a Grid list of Customer
Records.
- Current record: Select the
Show Current Record button
on the toolbar to display the selected Customer
Record.
- Card: Select the Card view check box in the Navigation pane to display the Customer Records in a user-friendly business card format.
Grid Capabilities
When Contact Records are displayed in Grid view, use the CSM Grid capabilities (ex: Print, export, run an Action, sort, filter, group, size, move/reorder, and add/remove columns) to display only the data you want and in a way that is meaningful to you.
Find Records
Use the filter and search options to find Customer Records.