Finding and Reading Information

Now that you know what the records are, here's how to find them and read them. Along with Section 3, this is most of what you'll do at first — looking things up and understanding what you see.
Search is the fastest way to a specific record. The search box at the top finds records anywhere in the system by name — a person, a company, an engagement, a session. Start typing a name and matching records appear; select one to open it. Search is the quickest route when you already know what you're after.
Browse from the left-hand menu. When you want to look through a group rather than a single record, use the left-hand menu, which lists the areas you have access to — for example Contacts, Companies, Engagements, Sessions, and the role areas Mentors, Clients, Partners, and Sponsors. Selecting an area opens its list view.
Working with a list view. A list view is a table of records, with one per row. Click any column heading to sort the records in ascending or descending order. Use the Search box to quickly find a specific record or filter the list by entering a keyword or phrase.
Opening and reading a record. Select any row to open its detail view — everything the system holds about that one record, in one place. Information is grouped into menus, and a record's related information sits on its own menu. Below is a detail view of a portion of a mentor record.
Open a Company and you'll find its information including identification, social media, client profile status and contacts, 
Open an Engagement in Client Management and you'll find its mentors, the employees being mentored, its sessions and all related emails created within the CONTACT system or uploaded from your Google mail account under the Communications menu.
A record's detail view (an Engagement): its menus.
Use Overview to see all the engagement information at a glance
Use Details to accept an Engagement assignment to Assigned, add or edit information in the Engagement record.
Use Sessions to view or edit a full session.
Use Communications to see all Engagement related emails.