How to view Contacts

Prerequisites

Ensure that you have logged onto strokeone, and that you can see and access the client button in strokeone home banner.

From the home banner, click the Clients and then Contacts buttons.
The Contacts List layout appears in find mode.
Either press [Enter] to return all contact records, or enter some criteria and search for specific contact records

(Note: for this topic certain field values have been deliberately obscured in the screen-shots)

(Note: In the below sections/text, the numbers in (bold parenthesis) refer to the annotations in the above screen-shot)

The layout is composed of the following elements

(1) Contact Record Data Pane

Specifically the following fields are shown. These should be self explanatory but can be summarised as follows:-

Field	Instructions
	Will drill down to the contact's detail record.
Title	A drop-down list field to denote the contact's title.
First Name	A free form text field detailing the contact's Fore name(s)
Last Name	As above but for Surname
Company	The Company to whom the Contact is associated
Email	The primary email address for the contact
Email icon	Clicking on this icon will cause a draft email to be created to address recorded in Email field.
Accounts Email	The email address for the accounts contact at the Company

Note that by clicking in any of the above fields you can edit the stored value.

(2) Search Box

This can be used to enter criteria to return matching contacts.
See How to Search Records for further guidance on how search fields operate.

(3) New Contact button

(4) Built in Sort Buttons

These buttons initiate stored sorts for the record set.