Overview
The main screen of the Contacts Tab presents a list of every Contact record in your <system> with basic information about each Contact with the option of selecting the contact to view their contact profile for more information
- By selecting Contacts in the Main Menu, you will be directed to the Contacts Tab.
- The main screen of the Contacts Tab presents a list of every Contact record in your <system> with basic information about each Contact.
- Contacts are sorted alphabetically by the first name (or organization name) of each Contact.
- To access a Contact Profile, click anywhere on the row of the name of the Contact.
- You can also add a Contact from this Tab by selecting Add Contact in the top right corner.
Contacts List Columns
| Column Header | Description |
|---|---|
Contact Display Name |
|
City | Primary city of the address added |
Province | Primary province of the address added |
| Primary email added for the contact | |
Phone Number | Primary phone number listed for the contact |
| Contact Type | Individual, Group or Organization |
Rows
- The default number of Rows displayed on the Contacts Tab is set to 10.
- To adjust the number of Rows of Contacts displayed in the list view, scroll to the bottom of the page and click the dropdown next to Show.
- To the right of the box labelled Show are the number of pages of rows and the ability to navigate to the next page list view.
- To navigate to the next page of Contacts, click the arrow pointing right on the far right side of the page. Click on the arrow pointing left to go back to the previous page.
Contact Types
There are three default types of Contacts in the <system>:
- Individuals
- Organizations
- Households
- To the left of the Contact Name, you’ll see 3 icons representing the
different Contact Types.
- To filter your list view by Contact Type, select All Contacts on the top right co
Contact Typesrner of the screen, and then select your desired Contact Type.
Actions
- There are Actions you can perform from the Contacts Tab to one or more Contacts.
- The available Actions include:
- Exporting
- Deleting
Performing an Action
1. To perform an Action, select specific Contacts (by checking the boxes on the left) or select all listed Contacts on the page (top checkbox)
2. Once you have selected the Contact(s), press the Bulk Actions button on the top left corner of the page
3. Pressing the Bulk Actions button will display a dropdown menu
Select Contacts and Actions of available Actions. If there is a particular Action you wish to take, you can find it by scrolling the list.
Common Actions
- Export (.csv): exports selected Contacts to a .csv format
- Delete: Delete the contact