My Studios: My Contacts

The my contacts widget displays all contacts where the current user is the account manager.

1. Filters and workflows available in the widget:

   • Click on the Call List Functions icon to run the Create a New Call List or Add Contact to Call List workflows.

     If a contact is selected in the widget, the only folders displayed in the Add to Call List workflow are those in which the contact is not already linked.

     When clicking the Call List Functions icon, if you are in a Call List Folder then you have options to add or remove the selected Contact record to/from folders.

   • Click on the Contact Name link to view the record.
   • Select a record and click on the Log a Call icon to run the Log a Call workflow.
   • Select a record and click on the New Job Order or Opportunity icon to run the New Job or Opportunity workflow.
   • Click on the Search Icon to run the Suggested Contact Calls search.

2. The information displayed for the widget:

   • Name – the point of contact at the Client.
   • Direct Phone – the contact’s direct number
   • Company – the Client for which the Contact works.

3. Click on the question mark to view the Help Tip specific to the widget.

Data Conditions

Data Displayed

• The current user is an account manager for the contact
• Entity role is Contact or Supplier Contact