Account Cards
When viewing the Accounts tied to a Contact, use the Account Card to easily navigate to the Account overview.
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1. Select the Contacts page in the Left-Hand Menu.
2. Use the search bar at the top of the list to search for a specific Contact.
3. Select the Contact.
4. Select the Accounts tab.
5. Hover over the Account's name to show the Account Card.
6. Select the expansion box in the upper-right corner of the Card to easily navigate to the Account.
Contact Cards
When viewing the Contacts tied to an Account, use the Contact Card to easily navigate to the Contact overview.
Here's how:
1. Select the Accounts page in the Left-Hand Menu.
2. Use the search bar at the top of the list to search for a specific Account.
3. Select the Account.
4. Select the Contacts tab.
5. Hover over the Contact's name to show the Contact Card.
6. Select the expansion box in the upper-right corner of the Card to easily navigate to the Contact.