The Contacts Dashboard – Contacts View

This entry is part 18 of 25 in the series Setup Guide - Contacts

The Contacts Dashboard lists contact information in two views:

  • Contacts – details for both individuals and companies
  • Companies – details for companies

 

1 to show or hide the part or filters
2 to add a new Contact
3 to view or edit Contact details
4 to open the Contact Options menu

 

The Filters
You can filter the Contact list by a variety of criteria.

In-Column Filtering
You can click on the Name, Company, E-mail, or Phone column headers to display a sort/filter menu.

The Contacts Options Menu
There are up to three options for each Contact, which can be selected from a drop-down menu.

Merge From To merge contact details from this record to another.
View Changes By To see what changes this user has made.
View Changes To To see what changes have been made to this Contact.

 

 

Series Navigation<< Edit Contact’s Grid InformationThe Contacts Dashboard – Companies View >>