Contact List View
You can quickly and easily generate a list of your contacts from anywhere in the system using the "Contact List" button along the top navigational menu
- Look toward the left right corner of your screen for the "Individual View/ List View" toggle button
- Click on "List" to change to the Contact List view
- You can use the contact list to filter To generate a more targeted/specific list of your contacts. You will find your three filtering options in the upper right-hand corner of the Contact List screen.
PLEASE NOTE: For filtering a specific and advanced list, you will want to go to the "Reports" tab and run an " Advanced Search." CLICK HERE for an article on how to run an Advanced Search.
- From the Contact list you can also still access all of the "Actions" that you can from the individual contact record view.