How to View and Edit Existing Contacts from AIM Inbox

Steps
 

  1. Click on the existing contact name.  In this example, we click Dion.





     
  2. View the Contact's related records.  Edit any of the records using the Edit option under the Actions menu, 


    Note:  The Actions menu next to a Contact relate to that specific contact record, while the Actions next to Account relate to that specific account, and so on.







 
392647fbf4b1c47a802670a0a05876a4@altvia.desk-mail.com
https://cdn.desk.com/
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desk
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/customer/en/portal/articles/autocomplete