How can I view my contacts?

You can view your contacts for any given company by clicking on the company name from anywhere within your Seraf account. Once the company record opens, you will see the contacts for that company listed in the section for Contacts.

To view all of your contacts across your entire portfolio, visit Portfolio Management and select the tab for Contacts. You can even sort and filter your contacts for specific analysis, communications or reporting purposes.

Learn how to add company contacts.

The Contacts feature is currently available to Professional and Enterprise clients only. To upgrade your account or to see a list of additional features at these account levels, log into your account, visit Account Management, and select Upgrade.

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