Opportunity Management - Contacts

Overview

Pgm: SYSCNTCT – Contacts; standard Treeview path: Opportunity Management > Contacts

The Contacts screen is used to create, view and manage contact records, which can be associated to an organization, opportunity, action item, or a project record.

NOTE: When the 'Enable De-duplication Searching Function' checkbox is checked in the OM System Options pop-up window, the [Table Mode] button will not be available when the user is creating new records in the Contacts screen.