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

  1. Look toward the left right corner of your screen for the "Individual View/ List View" toggle button
  2. Click on "List" to change to the Contact List view
  3. 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.

  4. From the Contact list you can also still access all of the "Actions" that you can from the individual contact record view.







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