Work with contact list
This article covers how to search, filter, sort, and manage your contact list. To perform actions on an individual contact, refer to the corresponding article .
To view your contacts, go to Clients > Contacts from the sidebar menu.
Note
The full contact list is available to firm owners, admins, or team members with View all accounts access right . Other team members will see only the contacts linked to their assigned accounts.Work with the list
The Contacts page lets you manage your contact list by searching, filtering, sorting, and customizing the table to find the contacts you need.
Use the options below to get the most out of your contact list.
Search for contacts
To search for a specific contact using a keyword or a custom field value:
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At the top right of the Contacts section, click on the search button. In the slide-out, enter the keyword into the search field, then press Enter on your keyboard. The contact list is then narrowed down according to your search. Click the X in the search field to clear it.
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Use the global search on any page: click the search icon on the top left, type in the search field, then choose the needed entity from the quick result or navigate to the Contacts tab. Click any contact name to open and edit the contact’s details.
Note
You cannot search by custom fields of the Date type.Filter contact list
Filters help you find specific contacts within your contact list based on certain criteria. For example, you can find all contacts with specified tags or those created on a particular date.
To filter your contact list, click the + Filter drop-down at the top left of your Contacts page and select the filter.
For a full list of available filters, see Available filters below.
Sort contact list
You can sort the contact list by name, phone number, or company name. Click the up-down arrow next to the column header you want to sort.
Print contact list
To print the contact list, click the print icon at the top right. Your browser will prompt you to print the list, which will include the current date and time.
By default, the contact list displays 25 items per page. If you want to print more, select the number of rows in the Rows per page drop-down on the bottom left.
Reference: Contact list columns
| Column | Description |
|---|---|
| Name | The client’s name. Click the name to open and edit the contact’s details |
| The client’s email address | |
| Phone number | The client’s phone number |
| Company name | The client’s company name |
| Tags | The tags assigned to the contact. Click a tag to filter contacts by it |
Reference: Available filters
| Filter | What it returns |
|---|---|
| Tags | Contacts with specific tags. Select is/is not to see or hide contacts with a certain tag |
| Imported at | Contacts imported on a specific date or within a selected period |
| Date created | Contacts created Today, Last week, Last month, Last quarter, Last year, or on any custom date |
| Date updated | Contacts whose information was updated Today, Last week, Last month, Last quarter, Last year, or on any custom date |
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