Right-click menu in Contacts

Right-click an entry in the Search Results list to display these menu options:


  • View – opens the Contact Details for viewing (and editing if the user can edit contacts) - it is the same function as double clicking. 
  • Email (F7) – creates an email from the contact's email address. 
  • File Note (F9) - creates a file note for the selected contact. 
  • Refresh (only available if the user is a Contact Data Updater) - refreshes the contact data in HowNow from the external data source. 
  • Invite to Portal (only available if the HowNow Portal is installed) - allows you to give a client access to the portal.
  • Add Portal Account - allows you to add an additional account to have access to this client's files on the portal.
  • Disconnect from the Portal - if the client is already set-up on the portal, they can be disconnected (usually if they are no longer a client).
  • New (only available if the user can add contacts) - creates a new contact record. 
  • Edit (only available if the user can Edit contacts) - opens the contact profile dialog for edit. 
  • Delete (only available if the user is a HowNow Administrator) - deletes one or more contacts provided they don't have any records attached. 

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.