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Common Tasks Menu accessible from bottom site navigation bar

When within a contact record, you'll notice that you have an additional menu in your bottom site navigation bar, titled Common Tasks:

 

 

If you click on this menu, you'll see the below options:

 

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Add Activity - selecting this option will bring up an Add New Activity dialog, already tied to the contact record you're within.

Add to Tag Group - selecting this option will provide you with a dialog that allows you to add the contact to one of your existing Tag Groups.

Create Mail Merge - selecting this option will provide you with a dialog that allows you to select one of your uploaded Mail Merge templates to merge with your contact's information and open up in Microsoft Word.

Create Profile Form - selecting this option will provide you with a pdf document, suitable for printing, that contains much of the contact's key data.

Delete this Contact - you can select this option to remove a contact record from your database.

Run a Report - select this option to choose from a handful of reports (in pdf format) specific to the contact record with which you're working.

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