- Searching for Contacts in the Contact Manager
- Filtering Results
- Changing Contact Manager Preferences
- Saving Contact Manager Preferences
- Printing and Exporting Contact Manager Results
The Contact Manager is a powerful tool that will help you in managing your contacts. In the Contact Manager, you can view important information about your contacts, including name, company, contact numbers, addresses, and more.
To access the Contact Manager, go to the Contacts menu, then click Contact Manager.
When you open the Contact Manager, you will notice several options along the top of the screen:
- A "search all" button (next to the search bar).
- A NEW CONTACT button.
- A NEW COMPANY button.
- A DELETE SELECTED button.
- A Deleted checkbox that will show deleted contacts when checked.
Searching for Contacts in the Contact Manager
You can search for contacts in the Contact Manager by entering a search in the search box (top left corner). Additionally, you can click the ALL button and all contact results will be returned.
By default, the Contact Manager will show 50 results per page. You can move through different pages by using the page navigator just under the search box, and you can show all results on one page by clicking All next to the Go to Page navigator.F
Along the top of the Contact Manager results is a filter bar. Some fields in the filter bar allow you to type something to create a filter, while other fields use a drop-down menu where you can choose one or multiple items.
You can use as many fields as you need to when filtering results. To quickly clear the filter, you can click the Clear Filter icon:
Changing Contact Manager Preferences
To change the Contact Manger preferences, click the preferences icon:
You can change preferences for the following: Columns to show, records per page, and show/hide filter.
After changing any preferences, click OK to close the preferences window. Your preferences will update and will remain until you close the Contact Manager. See the next section to learn how to save preferences.
Saving Contact Manager Preferences
To save Contact Manager preferences, click the save preferences icon (two purple cog-wheels).
You can save preferences for the following: Order of Columns, Visibility of Columns, Widths of Columns, Filter Criteria, Sort Settings, Scroll Positions, Filter & Footer Visibility, Records Per Page, and Print Settings.
Check the box next to any preference that you want to save, then click Save Preferences. You can clear all saved preferences and go back to default settings by clicking Clear Saved Preferences.
Preferences are saved per user, so any user can save their own preferences and have those preferences recalled when they are logged in and open the Contact Manager.
Printing and Exporting Contact Manager Results
To print or export the Contact Manager results, use the buttons in the top right corner.