Contact Manager

The Contact Manager 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 (example: ABC, DEF, etc.).
  • Find a specific customer record using filtering and searching options.
  • Create, edit, or delete a customer record.

The Contact Manager can be opened several ways in the CSM Desktop Client or CSM Browser Client.

To open the Contact Manager:

  • From the CSM Desktop Client menu bar, select Customer > Contact Manager.
  • From the CSM Browser Client menu bar, select Tools > Contact Manager.
  • From a Business Object record, select the Customer Selector button Customer Selector Button.
  • From the Team and Workgroup Manager in CSM Administrator (Security > Edit Teams and Workgroups, select the Customer Workgroup radio button, select the Members tab, and then select the Add button.

Contact Manager

  1. Tabs: View customer records, organized alphabetically by last name on lettered tabs.
  2. Search: Shows/hides search and filtering options:
    • Search: Search for a specific customer record (example: Search any searchable field, such as First Name, Last Name, etc.).
    • Changed: Displays a time frame filter to refine your search (example: Anytime, Today, Previous Month, etc.).
  3. 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.