---
schema_version: "1"
id: a08b42dad0a283e20af6857a1b2574d7c427ddd534e8c1838a5a7c581d1e8fde
title: Guidelines for Viewing and Managing Contacts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/contacts_view.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.contacts_view.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e55cbd3e484dfbef4a8ad70870093773e3490d09dcc997242c2041cd4978103f
description: When viewing and managing your contacts, consider a few key points.
products:
  - Sales Cloud
release: "264"
---
# Guidelines for Viewing and Managing Contacts

When viewing and managing your contacts, consider a few key points.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d32526e61">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d32526e61 ">To view contacts:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32526e61 ">Read on contacts</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d32526e61 ">To create contacts:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32526e61 ">Create on contacts</td>

        </tr>
      </tbody>
    </table>

- Person accounts don’t appear in the Recently Viewed list on the Contacts home page.
- If you’re using Salesforce Classic, a printable view of the contacts list is available. You can save the printable view as a PDF.
- When you select a person account from a contact list view, the corresponding person account appears on the Accounts page.
- To view a filtered list of contacts, select a predefined view from the dropdown list. Admins of Professional, Enterprise, Unlimited, Performance, and Developer Edition orgs can grant access to contacts beyond what the sharing model allows. See [Share Contacts](https://help.salesforce.com/s/articleView?id=sales.contacts_sharing.htm&release=264.0.0&type=5 "Share contacts with other users to make it easier to collaborate within your sales team.").
    
    If you’re using Salesforce Classic:
    
    - To define your own custom view, click **Create New View**.
    - To edit or delete a view that you created, select it from the View dropdown list, and then click **Edit**.
- To make person accounts easy to find, create a custom list view, adding the Is Person Account icon as a column.
- If you’re using Salesforce Classic, to add contacts to a campaign, select the checkbox next to one or more contacts, and then click **Add to Campaign**. To select all displayed records, select the checkbox in the column header.
- Modifications to the related lists for a contact aren’t tracked in the contact history.

#### See Also

- [Contacts](https://help.salesforce.com/s/articleView?id=sales.contacts_overview.htm&release=264.0.0&type=5 "Use contacts to store information about the people you do business with. Contacts are most often associated with an account, but can also be associated with other records such as opportunities. Contacts are even more useful when you enable Contacts to Multiple Accounts, add hierarchy information, and customize sharing settings.")
- [Create and Update Records](https://help.salesforce.com/s/articleView?id=xcloud.basics_creating_records.htm&type=5&language=en_US)
- [Considerations for Changing the Account for Contacts](https://help.salesforce.com/s/articleView?id=sales.contacts_details.htm&release=264.0.0&type=5 "Consider key points before changing the account that’s associated with a contact.")
- [Contact Fields](https://help.salesforce.com/s/articleView?id=sales.contacts_fields.htm&release=264.0.0&type=5 "Your page layout and field-level security settings determine which contact fields are visible and editable.")