To filter the contact persons in the form, enter the desired values in the filter fields.
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Field
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Short description
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Show all
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To display all contact persons, regardless of any other values in the filter fields, select this button.
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Name
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To display only the contact person with that specific name, enter the name of the contact person.
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Employee
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To filter the contact persons, select an employee from the drop-down list. Only the contact persons that the employee is the main contact person for will be displayed.
When the Contact person form is opened from the Navigation Pane, this filter field contains the employee's name.
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Sales unit
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To filter and display the contact persons by sales unit, select the sales unit from the drop-down list.
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Note |
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You can use the TAB key to move through the form.
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