Help with Fields in Address Cards View

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I am in Accounts
I have the Adress Cards View
How do I add the Primary Contact Name to this view?
Also it woudl be nice to show the Primary Contacts Phone Numbers.
 
In the navigation pane on the left, click Customize Current View, then click
Fields. At the bottom of the dialog under "Select available fields from,"
choose "User-defined fields in folder." You should see Primary Contact as
one of those user-defined fields.

You will not, however, be able to show the primary contact's phone number,
since that's stored under Business Contacts, not in the Accounts folder.
 
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