Gen 2

Contacts

Gen 3

Contacts

Information tab overview

The Information screen of the Contacts module opens by default when a contact is selected from the contacts list or when the New Individual or New Organization buttons are selected. The Information screen holds all contact information, role information, and important reminders about a contact.

In the Information screen, you can complete fields to add a new individual contact and to add a new organization contact. You can also complete fields to add a role to a contact. In addition to adding contact and role information, you can: