Search Contact Event
Search Contact Event
Last updated October 27, 2022 (Version 0.01 beta)
The following steps explain how to edit a contact event.
- Login to Carter CRM using your username and password.
- Click Contacts in the administration menu on the left.
- Locate the contact by using the Search bar.
- Click on the desired contact and navigate to the Events tab.
- Existing events for this contact will be displayed under the Events field. Use the Search bar to locate specific contact events.
Only users with appropriate account permissions can search contact events. If you are unable to complete this function please contact your Account Manager or Administrator.
Still have questions? Please contact Carter Customer Support for further assistance.