Here is a guide to the contact list. Here you will see how to navigate the page and learn about all of its hidden features.
To start, simply click on the drop down menu:
Here is a full view of the loaded contacts page. From here you can create, sort, search and export your contacts.
The first thing you probably want to do is add a contact. Click on the new contact button to begin.
Click on “New Contact” and fill in the fields for creating contacts.
Once you have added your contacts, you can easily edit them within the list view without viewing each particular profile. Simply check the box next to each contact to access additional features.
Click to edit the contact you have selected.
Click to delete a contact. You can check multiple contacts at a time and delete then all at once.
Click to export the selected contacts. You will be prompted to save the CSV file, which you can easily send to your favorite contact management application.
Once you create an extensive list of contacts, you can sort them using the header above the list:
The search bar can be used to search names, email addresses, dates, and phone numbers for all contacts:
In the previous example, the user searched for “smith” and any contact with “smith” in their name, email, or phone number will appear in the search results. The search is not case sensitive and you can be as specific or general as you want. The options are endless for searching.
Another neat feature, if you click on “Name” you can sort all the names by alphabetical order. Note: The names are not sorted where the first letter in the last name is considered, but rather the first letter of the full name is considered.
Example:
If you click again, you will sort the names in an ascending alphabetical order.
If you click on “Name” a third time, you will sort the names in order of the contact’s created date:
Now, take a look at “Email” within the header:
Similarly to clicking on “Name,” if you select “Email” instead, you will sort the names of the email addresses in descending alphabetical order. Click again to sort byascending order.
Example:
Click on “Date Created” to adjust the order from most recent contacts to oldest contacts and vice versa.
You can also search within specific fields:
In the example below, the user clicks on the icon directly to the left of “Email.” A search bar appears, and they can look through all of their email addresses containing “Rs.”
You can click on the icon beside any of the categories to search within those categories.
If you created any tags for your contacts, you can search for a specific tag within the list view.
In the example below, the user searches for “TAG2.”
Maybe you want other fields besides “Name,” “Campaign,” “Email,” or “Phone Number.”
Fortunately, you can customize the contact list to meet your preferences.
Here is an example of changing the header within the contact list:
At this point, you pretty much know everything about the list view for contacts. Don’t forget that you can do multiple searches under categories in the header such as: “Name,” “Campaign,” “Status,” “Phone,” and “Email.”
I encourage you to experiment with all the features so that you can fully realize how convenient it can be to organize an extensive contact list!