Opening customer details from the Contact Review page

The List Review table is where you can open customer details from the Contacts to Review page.

Procedure

  1. Open the List.
  2. Open the Contacts to Review page by clicking a number in the Counts column of the List Review table.

    The Contacts to Review page opens, listing the contacts of the type you selected. For example, if you clicked the number before Accepted, all contacts currently accepted in the List are included in the review page.

  3. Scroll to the right of the window, if necessary, and click the icon or hypertext link in the last column for the customer for whom you want details.

    The icon or hypertext link you see is determined by your administrator.

Results

The customer details open in a new window.