Working with Third-Party Account Manager

You can manage third-party accounts and contacts using the Account Manager.

Work with Third-Party accounts and contacts

  1. Click Settings & Tools > Third-Party Setup, and then click Account Manager.

  2. Do any of the following:

    1. In the grid, find the account you want to edit, and then select the account name.

    2. Make changes, and then click Save.

    1. In the grid, click the account name containing the contact you want to modify.

    2. Select the contact name, make changes, and then click Save twice.

    1. In the grid, click the account name you want to archive.

    2. Click Archive, and then click Yes.

      Note: The account and all its contacts are moved to the Archive. When you archive an account, it is moved to the Archive, where it is stored for future reference, unless you restore it or permanently delete it.

    1. In the grid, click the account name containing the contact you want to modify.

    2. Select the contact name, and then click Archive, and then click Yes.

      Note: The contact is moved to the Archive. When you archive a contact, it is moved to the Archive, where it is stored for future reference, unless you restore it or permanently delete it.

    When you archive an account or a contact, it is moved to the Archive, where it is permanently stored for future reference, unless you restore it or permanently delete it.

    Important: If both a contact and the account to which the contact belongs are archived, you must restore the account before you can restore the contact.

    1. Click Settings & Tools > Tools, and then click Archive.
    2. In the Select list, click Third-Party Accounts or Third-Party Contacts, and then click OK.

    3. Select one or more accounts or contacts, click Restore Selected, and then click OK.

    1. In the grid, locate the account name for the contact you want to send an email.

    2. In the Email column, click the contact's email address to open your default email application and send an email.

    1. In the Edit Account window, click , and then click Display Options.

    2. Select a Contacts Per Page option, and then click Close.

    1. In the Edit Account window, click , and then click Filter Options.

    2. Select Show Column Filters, and then click Close.

    1. In Edit Account window, click , and then click Export List.

    2. Select an export format, and then click Close. A file saves to your Downloads folder.