Contacts Page

The Contacts page is a collection of all contacts in an Org, including contacts that are not attached to any projects. The Contacts page enables users to get an overview of their contacts and easily search and filter for all contacts in their Org.

View

Go to the Contacts page by selecting Contacts from the main menu.

If prompted, select an Org from the dropdown. This Org choice will be remembered the next time you open the Contacts page. This page shows an overview of all contacts with their names, any name suffixes or prefixes, email addresses, and phone numbers.

You can quickly jump to different places in the list by selecting the desired letter along the lefthand side. The Contacts page will jump down to contacts under that letter, by either first or last name depending on how you have sorted.

Properties Flyout

Select a contact to open its properties flyout. This flyout includes the contact’s information, along with all associated projects that you have access to.

Search and Filter

Along the top of the Contacts page, contacts can be searched by their first or last name, phone number, or address. Search query syntax can also be used.

Search results can be ordered by search term-relevance, first name, or last name. Filter contacts by type or by tag by choosing from the Contact Type or Tags dropdowns. Multiple contact types and tags can be selected and stacked. Org Admins also have the option of including archived contacts by toggling on Show archived.

Edit Contacts

Users can create and edit contacts from the Contacts page. Org Admins also have the option to archive or delete contacts.

To add a contact, select + Contact along the top of the page and then fill out the new contact.

Edit, archive, or delete contacts by selecting the contact and then clicking the pencil, file box, or trash can icons respectively:

• Pencil icon: click this icon to open the contact card, where you can edit and adjust the contact information as usual.
• File box: click this icon to archive the contact, removing it from the Contacts page unless you choose to show archived items. Archiving also hides the contact in reports and contact search, unless Show archived is toggled on.
• Trash can: click this icon to delete the contact, removing it entirely if it is not being used anywhere in the Org. If the contact is being used, it will be archived.