How do I view Information Linked to a Contact?
The Summary Page consists of the following tabs.
- Emails: Here you can view a list of associated emails.
- Calendars: This is a list of associated meetings and appointments.
- My Files: A repository of files associated with the selected entity.
- Notes: Preview and edit notes associated with the selected entity.
- Tasks: Take a look at the list of tasks assigned to the selected entity.
- Recordings: Manage a list of recorded messages associated with the selected entity.