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:
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:
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:
You have viewed a contact's accounts.