Transcript

Contact List Overview

To see everyone in your database, open Contacts and click Contact List.

Each row is one contact, with the details you use most.

Click a name to open their full record.

Click a column heading, like Add Date, to sort the list by it.

To narrow the list, use the filters across the top.

Pick a category, like Client, and only those contacts show.

The count tells you how many match.

Referrals works the same way.

So does Source.

And so does Tag.

Click Remove Filter to see everyone again.

Send Results to Group Actions lets you take action on everyone in the list at once.

To choose which columns show, click My Contact List, then pick Customize.

Here, you can add a column from this list.

Drag columns into a new order, or click the trash can to remove one.

Then click Save Changes.

Click Return to Contact List to go back.

At the bottom, choose how many contacts show on each page.

And when you need a more detailed search, there's Advanced Search.