Select a contact

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Select a contact
 

 


The Select a Contact option allows you to select a contact which will be linked to the record you are about to create.


You can link the contact to events, tasks, notes, documents,orders, quotes, invoices, emails, opportunities etc.


The record will be visible when you click on a contact after selecting the Address book tab in the ribbon. It will appear on the bottom right of the screen when you select the Activity tab