# Contacts

Use the Contacts module to create and manage contacts for your organization. Contacts are individuals, such as customers and vendors, who are not employees of your organization.

The Contacts Home page displays the following information:

- A Search sub-panel where you can enter the subject or contact to search for related activities. To perform an advanced search using additional fields, click the Advanced Search tab.
  To customize and save the search layout and results, click the Saved Search & Layout link on the Advanced tab. To view a column in the search result, move it to the Display Column list using the left arrow. You can also change the order in which the results display from Ascending to Descending. Enter a name for the search results in the Save this View as ? field and click Save.

- To search for contacts in records assigned to you, select Only my items.
- To perform an advanced search using additional fields, click the Advanced Search tab.
- To customize and save the search layout and results, click the Saved Search & Layout tab.

- A list of existing contact names along with related information such as the account name and email address.
  - To edit the contact details, click the Edit icon adjacent to the user name; alternatively, click Edit on the detail page.
  - To email a contact, click the email address.
  - To view the details of a contact, click the name in the Contacts list.
  - To update, delete, and synchronize multiple contacts, select the contacts from the list and use the Mass Update section.
  - To display the details of a contact, click the contact name in the list.
  - To export one or more contacts, click Export located above the contact names.
  - To merge duplicate contacts into one record, select the contacts, and click Merge Duplicates.
- A Shortcuts section that displays the following options:

- Create Contact. Click this option to create a record for a new contact.
- Enter Business Card. Click this option to add information from the business card of a new contact.
- Create From vCard. Click this option to import a vCard file from your local system.
- Contacts. Click this option to navigate back to the Contacts Home page from a contact's detail page.
- Contact Reports. Click this option to view an existing report on your contacts, or to create a new report.
- Import. Click this option to import contact information from an external application or file.