View records associated with a contact

You can view all the associated records for a contact, no matter whether the contact is the primary contact of the records or not.

To view the records associated with a contact

  1. From the Contacts page, find and open the contact you want to work with.

  2. Click the Record List tab.

  3. You can use My filters to filter the list. You can also select records and create a set from the selected records. For more information about sets, see Filters.