You can view the details of Contact and Company records using the Organization Contacts & Companies Module in Master Tour 3.
This article covers:
How to Navigate to Contacts & Companies
Within Master Tour, select the Organization that you would like to view Contact and Company Details in.
- Click on the Organization Selector dropdown menu.
- Select an Organization.
- Select a Tour if there are any Tours added to the Organization.
Click on the Contacts & Companies button in the upper right of the application.
How to View Contact Details
- Select the Checkbox to the left of the Contact name.
- You will see the Contact Details open in a column on the right.
How to View Company Details
- Select the Checkbox to the left of the Company name.
- You will see the Contact Details open in a column on the right.
You can click on the disclosure triangle to the left of the Company name to see any Contacts that have been added to the Company.
