Mobile App: Contacts List

pro

This page applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

The Contacts screen lets you search your TaxDome contacts, see essential information about each contact, and email or call the contact with a single touch.

Covered here:

Viewing and Changing a Contact’s Information

On the  Contacts screen, you’ll see all your contacts in chronological order. Tap a contact’s name to see and/or edit their personal details and email address. If you have custom account fields added, you can view and/or edit any of them.

Searching for Contacts

To search for a contact, type a keyword in the search field at the top of the Contacts screen. The Contacts list will then be narrowed accordingly. 

Filtering a Contacts List

To narrow your Contacts list, you can use filters:

1. Tap the filter icon on the bottom right. 

2. Use the following filters. Apply one or several. 

  • Tags: Select one or several tags. Use search to narrow the tags list.
  • Imported at. Select the date and time the contacts were imported to TaxDome. 

3. Tap the  Show button to apply the selected filters. The Contacts list will then be narrowed to your specifications.

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