Advanced navigation lets you view detailed contact information on the Person or Company Overview page, which shows basic info, profile details, lists, notes, relationships, and, if enabled in your organization, appointments, activities, documents, and opportunities. You can also expand or collapse sections on the Overview page using the plus and minus icons to quickly see the information you need.
- Basic contact information (name, company, phones and addresses).
- Common actions you can perform with the contact.
- Profile information for the contact.
- The lists that contain the contact.
- Notes about the contact.
- Relationships the contact has with others in your organization and other contacts.
- Appointments that involve the contact. This section is only available if your organization has chosen to enable this feature.
- Activities involving the contact, such as phone calls or email messages.
- Documents associated with the contact. This section is only available if your organization has chosen to enable this feature.
- The opportunities, engagements, and/or matters in which the contact is involved. These appear only if your organization has licensed one of the Related Modules.
Expanding and Collapsing Sections
Some of the sections on the Overview page can be collapsed and expanded.
- To see the information within a section, choose the plus icon (
) to expand the section.
- To collapse a section, choose the minus icon (
).
[A] Choose the plus and minus icons to expand and collapse the sections.
Information on the Overview Page
For details about the data displayed on the Overview page, see the following: