Contacts Tutorials Viewing

These tutorials explain the different views that are available for contacts.

How to Display a List of Contacts

This View provides a brief summary of contacts’ information, including their names, trade names, and their roles.

1. Navigate to Contacts.
2. Click Menu (button) > Default.
3. Apply any of the filters as needed.
4. Click View (button).

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How to Display Contacts’ Addresses

This View displays contacts’ addresses. Contacts without an address will not appear on the list.

1. Navigate to Contacts.
2. Click Menu (button) > Addresses.
3. Apply any of the filters as needed.
4. Click View (button).

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How to Display Employee Details

This View displays employee details and fields like employer, job title, and salary. Contacts must have the Employment Attribute added to appear on the list.

1. Navigate to Contacts.
2. Click Menu (button) > Employment.
3. Apply any of the filters as needed.
4. Click View (button).

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How to Display Employee Credentials

This View displays employees’ qualifications and experience. Contacts must have the Credentials Attribute added to appear on the list.

1. Navigate to Contacts.
2. Click Menu (button) > Credentials.
3. Apply any of the filters as needed.
4. Click View (button).

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How to Export a List of Contacts

1. Navigate to Contacts.
2. Select Default or Addresses from the Menu (button).
3. Click View (button).
4. Click Output (button) > Export (.xlsx).
5. Type a name for the file.
6. Click Save.

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How to Display Recently Added or Updated Contacts

1. Navigate to Contacts.
2. Select the Updated or Created radio button.
3. Next to Set, select Today or This Week.
4. Click View (button).

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How to Add Notes and Attachments

1. Navigate to Contacts.
2. Right-click a contact and select View/Edit Notes & Attachments.
3. Add any Notes or Attachments.

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