< View Contact Details

You can view both My Contact details and Firm Contact details.

  1. Tap to open the main menu and select My Contacts or Search Contacts.

  2. Search for Contact or for which you want to view details:

    1. Tap Search My Contacts or Search.

    2. Enter search criteria.

  3. Tap on the Contact. The Contact details screen will display.

  4. Optional: Under Business Address, tap See more to view the Addresses popup window where all addresses for the contact are saved.

  5. Optional: While on the Contact details screen, tap + Add My Notes or + Add Firm Notes to add notes using the Mobile App.

    Tap See more under My Notes or Firm Notes to open a popup window. In this popup, you can view or edit the imported notes.