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This task opens a window that enables you to view all the clients and contacts belonging to the same family group and open them.
Find and open the client or contact. See Finding and opening clients and contacts.
Click View all clients and contacts in family group on the Tasks bar. The Find Contacts window opens with all contacts and clients in the same family group listed.
Double-click the client or contact record you want to open. You can double-click any information except the email address. The Client/Contact page opens for the selected client/contact.
You can group and sort the list of clients and contacts to make it easier to find the one you are looking for. See Organising your data.
Clients and contacts
Finding and opening clients and contacts
Using the Client page
Using the Contact page
Changing client names and codes
Closing a client
Deleting a client (Not available in AO New Zealand)
Changing clients into contacts (Not available in AO New Zealand)
Changing contacts to suppliers
Viewing all clients and contacts in a family group
Changing contacts’ names
Deleting a contact (Not available in AO New Zealand)
Notes on the Main tab
Phone and other details
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