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Finding Contact Information
Wireless Mobile Guide 4–3
Finding Contact Information
Once you have logged onto CRM from your phone, you can search for person
and company contact information.
Searching for a Person
To look up a person's phone and address details:
1. Select the Person link from the Main Menu.
2. When the Person Search page is displayed, select the Last Name edit box.
3. Enter the first letter of the person's last name and select the Search link at the
end of the page.
The Person Search result page is displayed, showing a list of all the people in
CRM who match the search criteria.
4. Select the link of the person whose details you want to view.
The Person Summary page is displayed. If you scroll through the details, this
page shows you address, phone, fax and e-mail information for the selected
person.
Person Summary page – Address Details
5. Scrolling to the end of the page enables you to view opportunities,
communications and cases for this contact or return to the Main Menu.
Person Summary – Return to Main Menu