Contact List View

Modified on Sun, 08 Oct 2023 at 05:22 PM

Summary


This is the list of all contact records that in the Users database. This view will allow the user to perform several actions with the contacts.


Search Field


The search field will allow the User to search the Contacts list by Name, Phone Number, or Email.


Contacts Table Columns

By default, the Contacts Table will include the following columns:

  • Name

  • Type

  • Number 

  • Email

  • Tags

  • Last Contacted

  • Created Date

  • Action

The order of the columns can be changed by dragging and dropping the column.


The columns can can also be updated by clicking on the Edit Columns button. 

 


This will display a pop up so the User can move the columns around for repositioning or they can remove and add columns from the table view using the checkboxes on the left side of the screen.


Side Panel

Users can access the side  on the left side of the screen by clicking on the right facing arrow. 


This will display the Users Contact Groups and Tags. They can filter the Contact List by clicking on the Groups or the Filters.



Contact Owner

The User can select which contacts are displayed based on the ownership of the Contact Records. By default, on the Me option will be selected. 


If Partner Agents is selected, then the Contacts that are owned by team members and other agents outside of the team are displayed. This can include Contacts that are associated to listing records that multiple agents are a part of (co-listings and conjunctions) including Vendors and Contact created from enquiries.


Filters


Learn more about Contact Filters HERE

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