New

Click to open the New/Edit Contact window.

Add Contact

Click to open the Search Contacts window, where you can add a new contact by clicking New below the Search bar.

Edit

Click to open the New/Edit Contact window.

Set as Primary

Select the organization contact you want to mark as primary and click the Set as Primary button. A green checkmark indicates this is a primary contact.

Remove

Click to remove the contact.

Status

Click to display organizations with contacts that are active, inactive, or no longer affiliated with the organization.