Contacts Child Form
Use the contacts child form to track and record information about people who are contacts for this location.
This topic covers the information you can see on the contacts child form. For information on the actions you can perform on the contacts child form, see the following topics:
Contacts Child Form
You see the following columns on the course provided child form:
Column | Description |
---|---|
Contact | Displays the full name of the contact. |
Role | Displays the role of the contact at this location. |
Role Desc. | Displays a longer name for the contact's role. |
Child Form Icons
Use the following icons to work with child forms. Not every form will have all of the icons listed.
Icons | Actions | |
---|---|---|
expand/close icon to expand or close a child form. | ||
goto record icon to view that record's profile page. | ||
add icon to add a new record to the child form. | ||
edit icon to edit a record on the child form. | ||
delete icon to delete a record on the child form. | ||
grandchild form icon to expand or close a grandchild form. | ||
new window icon to open a child form in a new window. | ||
more info icon to see more information about the a record on the child form. | ||
linked headings to sort the records. | ||
refresh the data in the form. | ||
export the data to a quick report for download. |