How do I Customize the Contacts App?

The Contacts App allows the user to configure the application as per his requirements. Its advisable to configure your user account as per your  tasks and its suggested that you configure the user account before entering the contact details if possible.

The following steps shall take you through the entire process of configuring your Contacts App. Here we go!

Steps To Configure Your Contacts App

• Log in and access Contacts App from your universal navigation menu bar.
• Click on More(...) icon and select Settings located at the app header bar.

A popup will appear with the group of configurations on the left, now we’ll go through each one with their actual values and adjust the actual values on the right:

• General
  • Collaboration
  • Quick Links
  • Reports
  • Tags
  • 360 Degree Views
  • Email Notifications
• Collaboration
  • Notes
• Email
  • Email Templates
  • SMS Templates
• Notifications
  • Update Notifications
• Contacts
  • Categories
  • Communication
  • Conversion
  • Contact Types
  • Customer Association
  • Office365 Apps Integration
  • Industries
  • Market & Segments
  • Salutations
  • Scope
  • Territories
  • Highlighting
  • Triggers
• Intelligence
  • Charts
  • Dashboards
• Customize App
  • App Naming
  • Associated Objects
  • Master Layout
  • Print/Web Layouts
  • List Layouts
  • Sort Ranges
  • Relationships
  • Views
• Reports
  • Associated Objects
  • General Reports
  • Schedule Report
• Security
  • Access Level
  • Actions
  • Assignment Level
  • Data Sets
  • Data Access Sets
• API
  • Create 
  • Update Contact Attribute
  • Query List
  • Delete
• System Messages
  • General