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 Save. Alternatively, 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. 


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