Contact Summary - Lender
To access this page When you click the Contacts link in the left navigation and then locate a contact in the contact list or by using the search feature. In addition, throughout the site whenever you see a contact's name, you can click it to go to the contact details section (Fig. 7).
Figure 7 Contact details section, Summary tab. To enlarge image, click thumbnail.
name of a contact anywhere in the
View Contact Summary
- Make sure you are logged into the
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- In the navigation list, click Contacts.
- To locate a contact, use the contact list or the Find Contact feature.
To use the list, set the list filter, scroll, and use display controls to find a contact. To use the Find Contact feature, enter a name in the text box and click the Find Contact button.
- In the Contacts list view, click a contact name.
The system opens a Summary view of the contact.