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Configuring Contact Child Objects
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Each contact can have notes, tasks, appointments, documents emails, history,
issues, and campaigns associated with it. The administrator can control which
of these items can be viewed and utilized by users.
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The following is a list of available contact associated objects:
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Notes
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Tasks
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Appointments
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Documents
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Emails
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History
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Issues
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Campaigns
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From the Contact Manager, click Admin
in the menu.
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Click Edit Contact Child Objects
on the Admin menu.
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On the screen that appears, the child objects that are currently associated
with contacts are displayed in the "Displayed Entities" column on the right.
All available entities are displayed in the "Available Entities to Display"
column on the left.
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By including all available associated entities, users can conveniently have
access to the full array of contact association objects.
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Select the entities to be displayed or removed by clicking the entity. Control
-clicking allows you to select more than one entity. Click the ">" button to
move the selection to the right column or the "<" button to move the
selection to the left column.
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Choose Submit or Finished to save the
changes.
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