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How do I view Information Linked to a Contact?

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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.