Find Current Contacts at a Company

To Find Current Contacts at a Company:

1.From the Deskflow Toolbar, click Companies. The Companies screen appears.

2.Search for a Company. The Company details appears.

3.Click the Contacts tab. The Contacts tab appears.

4.Click the Current Contacts tab to view all current contacts.

5.Review the Activity History logs and also the outstanding Tasks log.

6.Click the Past Contacts tab to view all previous employees of the Company.

To Print a Company Profile:

1.Open a Company record or a list of Companies.

2.Click Print from the right margin.

3.Select and preview report CO09 Company Profile.