Work with contact list

Your contact list provides a centralized view of all individuals you interact with during your work. Learn how to view, search, filter, edit, and manage your contact list.

Your contact list

A firm’s entire contact list is available to both the firm owner, admin or any employee with access rights to view all contacts . Otherwise, team members can view only the contacts linked to their assigned accounts.

To see your сontacts on TaxDome, go to Clients > Contacts from the sidebar menu. Here, you can view the names, email addresses, phone numbers, company names, and assigned tags for all of your contacts.

On the contact list page, you’ll see these column headers:

• Name: The client’s name. Click the name to open and edit the contact’s details.
• Email: 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.

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.

Search for contacts

To search for a specific contact using a keyword or a custom field value:

• 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.

• 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. Read more about custom field types .

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. Read more in our article on filters .

To filter your contact list, click the + Filter drop-down at the top left of your Contacts page and select the filter:

• Tags shows only contacts with specific tags. Select is/is not to see/hide contacts with certain tag.

• Imported at lets you select the date and time the contacts were imported. You can select one of the suggested parameters or set a custom date.

• Date created shows contacts that were created Today, Last week, Last month, Last quarter, Last year or on any custom date.

• Date updated shows contacts where information was updated Today, Last week, Last month, Last quarter, Last year or on any custom date.

Sort contact list

You can sort the contact list by name, phone number, or company name. Simply click the up-down arrow next to the column header you want to sort.

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