How to Make Your BIGContacts Dashboard Work for You

Your BIGContacts dashboard helps you manage contacts, track activities, and stay organized. Customizing it allows you to focus on key details like upcoming meetings, pending tasks, and recent interactions for easier access.
This guide will tell you how to personalize your dashboard to fit your workflow and improve efficiency.

Benefits of customizing your dashboard for a smoother workflow:

• Easier Access to Key Information – Always keep essential details visible, such as contact history and upcoming tasks.
• Better Organization – Arrange sections based on how you work so you can quickly find what you need without extra steps.
• Increased Productivity – Remove distractions by hiding irrelevant sections and focusing on critical tasks.

How Customization Helps You

If you're a sales manager handling multiple clients daily, keeping track of follow-ups, meetings, and past conversations can quickly become overwhelming. Instead of jumping between sections to find what you need, customize your BIGContacts dashboard to keep key details front and center. This helps you stay organized and manage every interaction efficiently.

To Customize Your Contact Dashboard in BIGContacts

Step 1: Log in and Access Your Contacts

Sign in to BIGContacts and click Contacts in the side menu to open your contact list.

Step 2: Choose Your Preferred View

You can switch between two views:

• List View – Displays multiple contacts in a structured format for easy scanning, sorting, and filtering.
• Individual View – Access detailed information about a specific contact, including business, personal, and general details.

To switch views, click the view icon at the top of the contact list.

Step 3: Use Advanced Contact Filtering in List View

Filter contacts based on specific details to focus on relevant information.

How to Apply Filters:

1. Click the filter icon in the contact list.
2. Select the columns you want to display:
   • Work Email
   • Company Name
   • Contact Type
   • Assigned To
   • Creation Date
   • Phone
   • Sales Stage
   • Contact Tags
   • Last Touch Activity
3. Click Apply to update the list view.

Step 4: Explore and Customize Contact Activities

In Individual View, the Contact Activity Panel includes:

• Pending Tasks – View and manage tasks for a contact
• Contact History – Track past interactions
• Upcoming Meetings – See scheduled meetings
• Opportunities – Monitor business opportunities
• Notes – Add and access notes
• QuickBooks Transactions – View financial transactions
• Files and Photos – Store important documents and images
• Marketing Campaigns – Track marketing-related activities
• Scheduled Emails – Manage and view emails expected to be sent to the contact

To Customize Activities:

• Click the gear icon next to any section.
• Choose to show, minimize, or hide the activity based on your needs.

Step 5: Use the Timeline View

• Click the Timeline tab to see a chronological history of all interactions.
• This helps track past updates, meetings, and communications in one place.

Contact Information Navigation

Fields in the Personal Info, General Info, and Custom Fields sections are interactive, allowing for seamless navigation and quicker access to relevant contact details.

How It Works:

• Clickable Fields: Clicking on any field (such as Creation Date, Assigned To, or Company Name) opens a popup with filtered contact results.
• Popup Search Window: The popup allows you to view and manage search results efficiently.
• Download & Export Options: You can export the filtered contacts as Excel, PDF, or CSV.
• Works with Custom Fields: This functionality also applies to all your custom fields.

Example Use Case:

• Clicking on Creation Date shows all contacts created on that date.
• Clicking on Assigned To (Mark Johnson) lists all contacts assigned to Mark Johnson.
• Clicking on Company (BigContacts) filters contacts associated with that company.

This feature allows quicker access to related contacts, making contact management more efficient and streamlined.

Need Help?

If you have any questions, contact BIGContacts Support for assistance.