Record View: Lower Display

In the lower display of the record, you'll find tabs that contain details about the contact.  Click the tab to view the details. A red arrow beside the tab identifies tabs that contain data whereas those without one are empty. In the example shown, the Field and Note 2 tabs are empty.  

The buttons on the left can be used to print, add a new record, delete the record displayed, save or cancel changes. 

Categories are used to classify and manage your firm's contacts. 

At the bottom of the display, you'll find a status bar. This bar shows the number of records selected followed by the number of records in your current view.