About Contact List

CRM - Contact Management - Contact List

The contact list gives an overview over you collection of contacts. Here you can search and filter for contacts, print to PDF, edit your contacts, and view activities and documentation connected to contacts.

The contact list is divided into two sections, or modes: Maximised mode and Minimised mode. You switch between these using the arrow icon at the top right corner of the contact list. Minimised mode displays the contact list together with a simplified contact card, showing an overview over the most common features. Here you can print the contact information, deactivate the contact, and activate the contact. It is not possible to edit any other information in minimised mode.

If you want to view or edit a contact's information you click on the Go to Contact button under the Actions column, thus entering Edit or View mode of the full contact card. Note that what is available to edit is dependent on your role. If you have a restricted access role you enter View mode where it is not possible to add or edit any information. With a full access role you enter Edit mode and can add or edit all information. Read more in About Manage Roles.

Editing an existing contact

Deleting a contact

How to search for a contact

In maximised mode, you can search for a contact in all of the columns, as well as sort a column by clicking on the column header. When searching, for example on a contact's name, you can enter either the start of the name, middle, or end of the name, as well as part of the name. In minimised mode, the contact list with a simplified contact card, you can search and sort on contact no. and contact name.

Searching for a contact

How to print the contact list

You can print out your whole contact list, or you can filter your contact list first, by for example only customers, and then print out your filtered contact list. Click the Print icon on the top left menu to print.

How to show inactive contacts

Click on the Show inactive icon on the top left to show all your inactive contacts.