Viewing Records Associated with a Contact

You can view all the associated records for a contact, no matter whether the contact is the primary contact of the records or not.

To view the records associated with a contact

  1. Navigate to the Contact portlet and select the contact you want to work with.

    Civic Platform displays the Contact detail page.

  2. Click the Record List tab.

    Civic Platform displays the list of records that the contact is associated with.

  3. You can use the My QuickQueries functionality to filter the list. You can also select records and create a set from the selected records. For more information about sets, see Understanding QuickQueries.