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Contacts List

Posted
Updated
ByNathaniel McRoberts

Getting to List

In order to view the Contacts List you just need to click the “HQS CRM” button in the sidebar on the left side of the main page and then select the Contacts option underneath it.

Contacts List View

When you click on the button you will be taken to a list like the one above:
 
You can specify how many Contacts you view in the list for each page with a drop down in the upper left. By default it will show just 10 entries per page at a time.
The lower right of the list has controls for navigating the pages of contacts. Clicking a number will take you to that specific page. Clicking on the arrows (from left to right) will take you to the first, previous, next, or last pages respectively.

Filtering and Sorting

You can filter the contact list by selecting a Contact Type in the drop-down at the top left of the screen.

To sort the list you click the column name of the appropriate column that you want to sort by.

 

Clicking a column for the first time will make it sort ascending order and when you click the same column after that it will toggle between ascending and descending order.

 

The Sort Icon icon indicates which direction that column is currently sorted. If the top arrow is filled in then it is ascending; if the bottom arrow is filled in then it is descending; and if none are filled in then that column isn’t sorted.

Searching for a Contact

To search for a specific contact then you can start typing a name in the search box in the upper right. The list will immediately reflect any names that contain the sequence of letters you type in the field.

 

It is a relaxed search so searching for “tier” will match to “Guitierrez” for example.

 

This will also only search within the contact type you selected.

To Edit the Contact

In order to edit the details of the listing you need to select the person’s name in the list or you can click the “View/Edit Contact” button within the Actions menu.

To Delete the Contact

If the contact needs to be deleted for some reason, then you can click the “Delete Contact” button in the Actions menu for that contact.
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