Contacts List – Row Types - Contacts

Suggested Prior Reading

Contacts - Overview

Contacts – Accessing the list of Contacts

Contacts List – Layout

Contacts List - View

Contacts List – Groups

Contacts Row

The Contact row displays for all views. See Contacts List – View.

The Contact row can be a top level row or it can be farther down in the hierarchy. On the Contacts List, the Contact row is the lowest level of detail in the hierarchy and can't be expanded out.

There are a default set of Contact Columns that display but this can be changed. See Contacts List - View Settings - Contact Columns for the full list of columns that can be turned on/off to display.

Each view can have a different set of columns displaying for the Company row. See Contacts List - Related Settings.

The Company Row columns can be sorted, see Contacts List – Navigation - Sort Columns.

The Company Row columns can be moved. See Moving Columns.

Info Column

The following is an example of the view set to Contacts.

The rows can not be expanded further as this is the lowest level of detail.

If there are icons in the Info Column, they can be hovered on to provide more information.

See also:

Contacts List – Row Types - Trades

Contacts List – Row Types - Companies

More Information

Contacts List - Search and Filter

Contacts List – Navigation - Sort Columns

Next Steps

Add a Contact

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


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