Contacts in records

You can associate one or more reference contacts with an application or a service request. You can also create new record contacts by entering details about the contact on the Contacts tab of the record detail form page. Depending on your user privileges, you may also be able to look up a contact from your reference database and add the contact information that way.

The Manage contacts menu on the Contacts tab provides you with a list of actions that you can perform on one or more records. For example, you can look up contacts to add to a record, add a new contact, and synchronize record contacts with their reference source.