Open the Contact Manager

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 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.