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Contacts
Notes tab
You can view the notes associated with a contact by clicking the Notes tab. Notes can be
viewed and selected by contact or organization and sorted by date. Remember that customers
never see the notes added by staff members.
Figure 65: Viewing Notes for a Contact
Tasks tab
To view the tasks associated with a contact, click the Tasks tab. The tab contains the number
of tasks associated with the contact in parentheses next to the tab name. For each task, the
tab displays the task name, due date, completion date, the staff member assigned to the task,
and priority. You can open, copy, delete, print, and forward any task and mark tasks complete
by clicking a button on the tab’s toolbar or by right-clicking the task and making your selection.
Figure 66: Viewing Tasks for a Contact
Incidents tab
Clicking the Incidents tab on a contact displays all incidents associated with the contact. The
tab contains the number of incidents associated with the contact in parentheses next to the
tab name. For each incident, the tab displays status, response time, resolution time, source,
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