Selecting an individual contact record allows the MioUser to work directly with that particular person. The individual contact record has two different views including the contact detail page and the contact edit page.
To select an individual contact you can browse the contact index and then click on the name of the contact highlighted in orange.
Working with the contact detail screen
From the contact detail screen the MioUser can review & add notes, review & schedule tasks, review & respond to issues and manage files. All of these elements are directly tied to the contact and are only accessible to other MioUsers who have permission to view the contact record.
Editing contact information
By clicking on the edit button for the contact detail record, the MioUser can change the contact information including addresses, phone numbers, etc.
