Access Accounts from the app launcher to view the contacts associated with an account.

Prerequisite

Based on user roles, the administrator has assigned View All, Read, Update and Delete permissions on the Account and Agreement objects. For more information, see Managing Roles and Permissions.

To view the contact details of an account

  1. Click the App Launcher icon ().
  2. Select Accounts from Shared Apps.
  3. Click the account name link to open the Account Details page. 

  4. Select the Contacts tab. You can view the list of contacts associated with the account.

    Select the View All button to display more than 50 records.

  5. Click the contact name link to open the Contact Details page.

To edit a contact associated with an account

  1. Click the account name link to open the Accounts Details page.
  2. On the Contacts tab, click the More icon () next to the contact you want to edit.
  3. Select Edit.
  4. Update the required details and click Save.

To delete a contact associated with an account

  1. Click the account name link to open the Accounts Details page.
  2. On the Contacts tab, click the More icon () next to the contact you want to delete.
  3. Select Delete.
  4. On the "Delete Agreement" popup, click Confirm.

Search Account's Contact details

You can search for contact details of an account using the basic search or advanced search.

To search the account's contact details

  1. Go to the Accounts Details page.
  2. On the Contacts tab, select View All.
  3. Enter a search term in the search bar and press Enter.
  4. Click the Advanced Search icon () to apply filters to your search results and display the Advanced Search window.
  5. Click Add Criteria.
  6. Select a field to be used in the filter criteria.
  7. Select an operator from the drop-down. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.

  8. Enter the value of the field. The type of value field depends on the field selected.

  9. To add another filter, click Add Criteria and repeat steps 6, 7, and 8.

    Click the delete icon () next to the search query to remove the search criteria.

    Click Remove All to remove multiple search criteria.

  10. Click Apply. CLM returns the accounts that match the criteria.

View Setting

View Setting allows you to control which columns are displayed in the grid and rearrange the column order.

To add or remove columns from the grid

  1. Click the View Setting icon (). The View Settings window appears.
  2. To add a column to the grid, highlight it in the left section and click the plus-sign () icon.
  3. To remove a column from the grid, highlight it in the right section and click the minus-sign () icon. You can use the search box available above the section to search for a specific field.
  4. To add or remove more than one column, press Ctrl-Click or Shift-Click to highlight the columns, then click the left and right arrows.

  5. To add or remove all columns, click Insert All or Remove All.
    At least one column must be displayed in the grid.

  6. Click Apply to close the dialog and apply view settings to the grid.

To rearrange columns in the grid

  1. Click the View Setting icon () to open the View Settings dialog.
  2. In the right section, click and drag a column name to move it before or after another column in the list. 
  3. To move a column up or down one place in the order, hover your cursor over the column name and click the up or down arrow.
  4. To change the position of more than one column, use Shift-Click to highlight the columns and click the up or down arrow to the right of the section to move the selected columns.
  5. Click Apply to close the dialog and apply view settings to the grid.