Contact Management - Managing Employees

Modified on Tue, 11 Jul, 2023 at 9:26 AM


The employees screen in Contact Management displays the list of active employee records which are maintained in HR.

  1. Before beginning make sure that you have selected “Employees” under Contact Management.
  2. The Employees screen displays the employee records.
  3. Highlight the required employee record and double click it to view the contact details. Result: The Contact Management pop up window is displayed.

  1. The Contact Management pop up window contains two tabs – Employee Information and Activities.
  2. The Employee Information tab displays the employee contact information.
  3. Select the Activities tab to organize the activities with the employee. See the Activities with employees topic to know how to organize activities with the selected employees.
  4. To close the window, click on the ‘Close’ link

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