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The Company Contact List shows the people who act for your company. By default it shows only active contacts.

Steps

1. Open Company > Contacts.
2. Narrow the list with Search For, Status, Category, and Last Activity In.
3. Review the Contact, Function, Category, Phone, Fax, and Activity columns. Function shows the contact's company roles.
4. Select a contact to open the record.

Tips

• If a contact is missing, set Status to ALL; the default filter hides inactive contacts.
• Search before adding a contact, so you do not create a duplicate record for the same person.
• Use the export button to download the list to Excel.
• Use Deactivate only when the person should no longer be an active contact; see Remove or deactivate a contact.