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Collapsing attached items on a contact

Here's how to collapse a specific type of attached item on a contact:

  • Go to the contact or company directly by searching the name or selecting it from the main Contact list.
  • Under the "Attached items" section, locate the type of attached item you'd like to minimize. For example, Upcoming tasks, Pipelines, Groups, or Files.
  • Select the small arrow pointing down to the right of that type of attached item. The arrow will change to point to the right, and minimize items below that section.
  • To expand the section again, simply select the same arrow next to the type of attached item.
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Keywords:
Hide, collapse, minimize, expand, attached items, top section, company
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