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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

Step_3_single_account.png

  • 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

Step_3.png

3. Under Account, click Contacts.

Step_4.png

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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