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Contacts: "Contact View" screen
The "Contact View" screen is the nerve center of the contact record. From here you can perform all actions that are related with contacts.
- Access to a contacts personal fields area a.k.a. the "Modify" button (30 secs).
- How to assign/edit a contacts groups (57 secs).
- How to assign/edit the contacts funding sources (1 min 28 secs).
- How to change the "Status" of the contact record (1 min 51 secs).
- Description and steps on using the contacts print form functionality (2 mins 6 secs).
- Contact View tabs (3mins 15 secs).
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