How do I view contacts for an account?

Follow the simple steps below to find and view the contacts in your organisation(s):

1. On the menu bar click on Admin then Manage accounts


 2. Select the account you wish to update contact details for:

  • For single account, click on the underlined account name to view the account details


  • For multiple accounts, type the account name or the account number in the search bar then click on the account name to view the account details


3. Under Account, click Contacts.


4. You will now see contacts for that Account.


  • Note: any contacts who have access to CSR Connect will have the Connect logo shown on their contact icon.



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