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Viewing contacts with your phone

You can view profile, journal entry, and portfolio information for a contact.

Viewing contact profiles

A contact's profile contains the contact's banner, notes, summary account information, conversations, communication methods, and addresses. You can view a contact's profile on the Profile page on the Contacts workspace.

Info

Notes are journal activities that display with other activities on a contact's Journal page. Notes display on a contact's Profile page as a quick reference.

To view a contact's profile:

  1. Navigate to the Contacts workspace.
  2. In the contact list, select the desired contact.
    The contact's profile displays on the Profile page.

You have viewed the contact's profile.

Viewing contact journal entries

Journal entries are activities and other items associated with a contact such as documents, emails, notes, schedule items, tasks, and call records. View a contact's journal entries on the Journal page on the Contacts workspace.

When you open the Journal page, the full list of journal entries displays for the selected contact.
To view a contact's journal entries:

  1. Navigate to the Contacts workspace.
  2. Select the contact you want to view journal entries for and touch Journal .
    The contact's journal opens.
  3. [Optional] To view details of a journal entry:
    1. Touch the journal entry.
      The details page opens. The details page displays information such as the names of contacts associated with the journal entry, journal entry notes, attachments, and the interaction date.
    2. To open journal attachments, in the Attachments field, touch the attached file.
      The attachment either opens in a new browser tab or downloads to your default download directory, depending on your phone's configuration.
  4. [Optional] If you want to mark a journal entry complete, touch the journal entry and touch the Mark Complete check mark .

Journal entries are grouped according to their time range. For example, they may appear in a Today group or Future group. The most recent entries display at the top of the groups.

Viewing contact portfolios

Access a contact's portfolio through the Profile page. The portfolio contains summary information about the contact's accounts and holdings.

Viewing contact accounts

You can view account information for a contact.

To view accounts for a contact:

  1. Navigate to the Contacts workspace.
  2. Select the contact whose account details you want to view.
  3. Scroll to view the Accounts section that contains summary account information.
    Summary information for the accounts are displayed.

You have viewed a contact's accounts.