8031-Contacts

Description

  • Enables the Contacts tab in the Record portlet

  • Enables the New, Look Up, Remove, Deactivate, Sync From the Reference, and Stop Sync menu buttons in the Contacts tab, for users to add or manage contacts for records.

  • Enables the New, Search, Delete, and Set Primary buttons in the contact section of the application intake form, so users can manage the contacts for a record. This section opens when you create a new application or you click the Summary button for a record.

Note: If set to Read Only or No Access, the Contact > Associated Public User tab hides the Delete button.

Interdependency

None

Solution

All

Access

Record portlet > Contact tab

Record portlet > New > (In the application intake form) Contact section > New, Search, Delete and Set Primary buttons