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 .
- 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.