With the left pane, you can select the type of contacts. The right pane displays contact list.
You can switch to the other function pages with Global Menu on the top right corner.
|My Contacts||This view shows all shared/private contacts related to you.|
|All||This view shows all [Accessible contacts]. [Accessible contacts] are [accessible shared contacts]*1 and the private/shared contacts related to you.|
|Team||This view shows all shared contacts of your team. This includes shared contacts related to you.|
|Companies||This view shows accessible contacts of a company.|
|Groups||This view shows contacts by the contact group.|
|Unconfirmed||This view shows accessible unconfirmed contacts created in OCR.|
After a contact confirmed, the contact appears in other views.
In this view, duplication of companies and contacts is detected automatically.
|My Organization||This view shows all members in your Cards R organization.|
|Recycle Bin||This view shows accessible deleted contacts.|
*1 See Team contacts for the details of accessibility when using teams.
The right pane shows the selected contacts.
The information of a contact is displayed in a row.
To sort the contacts, click on the title of each field.
To widen or narrow the width of a field, drag the separator of the field title.
To show the next or previous bunch of contacts, click Next or Previous page. When the page goes to next or previous, the selection of contacts is cleared.
To change the status of the shown contacts or change the number of shown contacts, use display option.
To show the detail of a contact, select the contact and double click it or execute [Detail].
The owner field shows the name of the member.
The owner field is sorted by the order of SkyDesk account creation.
|Contacts||Contact list page|
|Companies||Company list page.|
|Settings||This switches to User Settings / System Settings of Cards R.|
|Account Settings||This switches to the SkyDesk Account Settings.|
|Help Page||Application help page of Cards R.|
|Sign out||This signs out from SkyDesk Account.|