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Current Status

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Profile Image

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Rank Icon

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Communication List

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Profile menu

General Notes will open the General Notes for the selected person or organization.
Documented Events will open the Documented Events for the selected person or organization.
Chat allows you to send text messages to this person, if they have a cell phone on their profile. (Must be on Cloud and have SMS Texting features enabled.)
Edit the Profile allows you to change the information on the selected person or organization.
Relationships Diagram allows you to see the relationships between the selected person or organization and other people and organizations in the system.
Map will open a map showing the selected person or organization's primary address, which is the address displayed in the Selected Result Section.
Map from Office will open a map showing the route from the office address to the selected person or organization's primary address, which is the address displayed in the Selected Result Section.
Copy Name and Address to Clipboard allows you to copy the name and the address of the selected person or organization to the Clipboard. You can then paste elsewhere from the clipboard.

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 This display box shows the selected person or organization's type.

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 This display box shows the selected person or organization's assigned category.

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