Attached Contacts shortcut menu
The right-click commands specific to attached Contacts from attached Contacts windows and dialogue boxes:
- New Contact - attach a new contact to the selected record.
See Attaching a Contact.
- Make Primary - turns the selected Contact into the primary Contact. If there is already a primary Contact attached, it will be changed to an Other Contact.
- Remove Contact - removes the selected Contact.
- Properties - views the contact details and modify them by using the Details button.
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Change Location Type - allows users to change the Type of Location - the options are organisation, Person, Position, Group, Project Team, Committee, Venue, Workgroup
It is also possible to change the Internal flag. This command is supported in tagged mode.
NOTE: The change to a location are implemented immediately. If you cancel out of the Record Contacts page the changes will not be reverted.