You can manage the external contacts that you created in the Contacts plugin. Actions that you can perform include viewing the contact record history, updating a contact, and deleting a contact.
Note: Internal contacts are managed in the Adminarea. You can only view contact information in the Contacts plugin.
To manage a contact
In the Contacts plugin, in the Accounts page, search for the contact you want to update.
Click Filter to search for a contact using criteria from the contact record.
Select the contact. The contact profile opens. The Profile field indicates if an item needs attention. A red dot appears in the category that needs attention.
Perform any of the following actions:
If you want to…
Then…
View the past updates
Click History.
Note: You cannot modify this information.
Delete a contact
Click the ellipsis.
Click Delete.
Update a contact
Select the profile category (for example, Basic Information, Personal Information, or Contact Information).