Contacts List - View
Updated
Suggested Prior Reading
Contacts – Accessing the list of Contacts
View Options
The list of Contacts can have different views applied to change the way the information is grouped and displayed.
Trades by Company | This groups the Contacts, first by Trade (the lowest level of Trade Group assigned - see Groups/Trades - Overview) then by Company, then each individual Contact in the Company. In some cases, individuals may not be assigned to a trade. For example, if they were Quick Added with just the email entered. In those cases, there will be a NO GROUP section and those with no Trade set will display in this section. In this view, there are three different levels: Trades -> Company -> Individual Contacts When this view is applied it displays all the Trades in a collapsed view. Each Trade can be expanded to display the the Companies (and so on to the lowest level of detail). |
Trades by Contact | This groups the Contacts, first by top level Trade, then any next level Trades (see Groups/Trades - Overview), then by individual Contact in the Company. There may also be a NO GROUP section here if individual contacts weren't assigned to a Trade. In this view, there are different levels (depending on the number of Trade Groups): Trade Top Level -> Trade Level 2 (if used) -> Trade Level 3 (if used) -> Individual Contacts When this view is applied it displays all the Trades in a collapsed view. Each Trade can be expanded to display the Contacts below it. If a Contact is assigned to a Company, the Company name is also displayed on the Contact row (and that column can be sorted on, searched etc.) |
Companies | This groups the Contacts by Company, then lists the individual contacts within the Company. In this view, there are two different levels: Company -> Individual Contacts If a Contact is assigned to Trades, the Trades are by default displayed on both the Company and Contact Row (and that column can be sorted on, searched etc.). The Company may be blank if an individual contact(s) have not been assigned to Companies. When this view is applied it displays all the Companies in a collapsed view. Each Company can be expanded to display the Contacts below it. Note* If a Trade filter has been applied, it will display a Company if at least one Contact has that Trade. The Company row reflects the number of Contacts with that Trade, however, if the Company is expanded out, it will list all the Contacts for the Company (not just the Contacts with that Trade). This is for informational purposes. |
Contacts | This lists the individual contacts. It is possible the Contact name is blank and only an email is entered. |
To change the View
- Click in the View drop down
- Select the View to apply.
More Information
To expand and collapse rows to see additional information according to the View set, see Contacts List – Groups.
To see all the ways to navigate the list, see Contacts List - Navigation.
Next Steps
View or Edit an Existing Contact
Set a Company to inactive (but retain in the system for historical purposes)
Set a Contact to inactive (but retain in the system for historical purposes)
Delete a Company and all its Contacts
