Contacts Toolbar Marketing>Contacts

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Overview  

 

The Contacts toolbar gives the user (if given appropriate permissions) various capabilities within the Contacts applet. Below is a list of those capabilities.

 


 

Toolbar

The InFocus Toolbar is dynamically built in accordance with the active applet on the screen. More on Toolbar Options

 

Additional Toolbar Options

Tools - Lists advanced options
oClear Cache Files - The Contacts cache is a used to store files temporarily to shorten data access time, reduce latency and improve input/output.  The Clear Cache button clears empties out the cache.
oSend Email - When clicked, InFocus looks at the Personal Tab of the Contact to see if they have a Work Email or Home Email.  If they do, then InFocus will prompt you to open up the default email service on the users workstation.
oMerge Records - When clicked a Merge Email pop-up will open and allow for you to select 2 Contacts to merge.  More on Merging Contacts
Send Email -  Sends an email from the default email service on the workstation

 

Merge Records - Will bring up the Merge Contacts utility. More on the Merge Contacts Utility

 

UDF Designer - Brings up the UDF Designer. More on User Defined Fields.