View, edit, or delete contacts

View, edit, or delete contacts

You can perform various contact-related actions from the contact list view.  To access it, click the Contacts tab on the header pane. This lists all contacts across accounts within the portal. Alternatively, you can access contacts specific to an account or sub-account as described below. 

To access account-specific contacts: 

    1. Go to the Accounts tab and then click the desired account name.

    2. Now, click the Contacts tab in the account details page. 

To access sub-account specific contacts: 

    1. Go to the Accounts tab and then click the desired account name.

    2. Now, click the sub-account name under the Sub-Accounts section.

    3. Click the Contacts tab in the sub-account details page.  

To view, edit, or delete contacts: 

  • To view the details of a contact, click the name of the desired contact.

  • To edit the details of a contact, click the edit icon. Make necessary changes and click SaveAlternatively, click the name of the desired contact and then click Edit.

  • To delete contacts, select the contact(s) and then select Delete Contact(s) from the Actions drop-down menu. 


    • Related Articles

    • View, edit, or delete products

      You can perform various product-related actions from the product list view. To access it, click the Products tab on the header pane.  The product list view displays all products. To view the details of a particular product, click the desired ...
    • View, edit, or delete sales

      You can perform various sales-related actions from the sale list view. To access it, go to the Accounts tab, click the desired account name and then click Sales tab.  The sale list view displays all sales associated with the customer's account. To ...
    • View, edit, or delete accounts

      You can perform various account-related actions from the account list view. To access it, click the Accounts tab.  The account list view lists all accounts maintained in the portal. To view the details of a particular account, click the account name ...
    • View, Edit, or Delete Requests

      View Requests You can view a request by clicking the request title from the request list view page. Click here to learn more about the request list view page and its options.   Edit Requests To edit a request, Open the request details page and click ...
    • View, edit, deactivate, or delete sub-accounts

      You can perform various sub-accounts related actions from the account details page of the main account. To access it, go to the Accounts tab and then click the desired account name.  The Sub-Accounts section in the account details page lists all ...