Contact Profile Actions: View, Notes, Tasks, Email, and Request Documents

View Contact Profile 

Navigation 

General → Contacts → Select Contact 

Steps 

1. Navigate to General → Contacts. 

2. Click the Contact Name. 

3. The Contact Profile will open. 

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Create Notes for Contact 

Navigation 

General → Contacts → Select Contact → Contact Profile → Notes 

Steps 

1. Navigate to General → Contacts. 

2. Open the Contact Profile. 

3. Click Notes. 

4. Click Add Note. 

5. Enter note details. 

6. Save. 

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Create Tasks for Contact 

Navigation 

General → Contacts → Select Contact → Contact Profile → Tasks 

Steps 

1. Navigate to General → Contacts. 

2. Open the Contact Profile. 

3. Click Tasks. 

4. Click Add Task. 

5. Enter task details. 

6. Click Save. 

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Send Email to Contact 

Navigation 

General → Contacts → Contact Record → Compose Mail 

Steps 

1. Navigate to General → Contacts. 

2. Locate the contact. 

3. Click Compose Mail. 

4. Enter email details. 

5. Click Send. 

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Send and Request Documents from Contact 

Navigation 

General → Contacts → Select Contact → Contact Profile → Send & Request Documents 

Steps 

1. Navigate to General → Contacts. 

2. Open the Contact Profile. 

3. Click Send & Request Documents. 

4. Select document template. 

5. Click Send.