Use this article to find your way around the Contacts list screens (Clients, Leads, Relationships and Vendors) and learn what every count card, filter, toolbar icon and table column does. The four lists all share the same layout, so once you know one you know them all.
Where do I find the Clients, Leads, Relationships and Vendors lists?
The Clients, Leads, Relationships and Vendors lists are under Contacts in the left sidebar. In the left sidebar, click Contacts ① to see the four contact lists: Clients ②, Leads ③, Relationships ④ and Vendors ⑤. Each one opens a list with the same tools; only the counts at the top differ.
What do the count cards at the top of the Contacts list show?
The four count cards at the top of the Contacts list summarise the list. On the Clients, Relationships and Vendors lists they show Total ①, Active ②, Past Due ③ and Former ④. Total counts every record of that type, Active and Former split them by status, and Past Due counts contacts whose payment status is Past Due. The Leads list shows Opportunities, Today, This Week and This Month instead.
How do I filter the Contacts list?
To filter the Contacts list, click Filters ① above the table to open the filter row. The green pill next to the word Filters shows the current status filter.
The filter row has these filters. ② Source limits the list to contacts with one or more lead sources. ③ Activity type chooses whether the activity date used elsewhere on the screen is Last Attended or Last Contacted. ④ Client Type offers Show All, Individual and Company. ⑤ Progression filters by rank when your account uses progressions. ⑥ Status switches between Active and Former contacts. ⑦ Tag shows only contacts carrying the tags you pick. ⑧ Payment Status offers None, Past Due and Frozen.
Tip: The Source and Tag filters accept several values. Each choice becomes a chip in the filter box; click the small × on a chip to remove it.
How do I search, sort and use the toolbar on the Contacts list?
The search box, sort dropdown and toolbar icons sit above the Contacts table.
① Search finds contacts by any part of their name or email address, in any case. ② The dropdown next to the search box chooses the activity date shown on the screen, Last Attended or Last Contacted.
The toolbar icons are, from left to right: ③ Bulk actions (progression, pipeline and mass move for the selected rows), ④ Send payment update link, ⑤ Create login accounts in bulk, ⑥ Mail merge contacts into a document, ⑦ Import contacts from file, ⑧ Export contacts, ⑨ Start meeting and ⑩ Switch view layout, which toggles between the table and the pipeline board. ⑪ Add New Client opens the new contact form. Hover any icon to see its name.
Note: The first four icons, Bulk actions ③ to Mail merge contacts into a document ⑥, stay greyed out until you tick at least one row in the table.
What do the columns and row controls in the Contacts table mean?
The Contacts table lists your contacts in rows, with one column per detail.
The default columns in the Contacts table are FULL NAME (with the email underneath), ① PHONE, ② ADDRESS, ③ STATUS, ④ TAGS, ⑤ APP ACCESS (whether the contact has a login for the app), ⑥ RATING and ⑦ NOTE. The ⑧ + column header opens the column chooser, where you can add, remove or create columns.
On each row of the table, ⑨ the checkbox selects the contact for bulk actions, ⑩ the contact's name opens the contact profile, and ⑪ the eye icon opens the notes panel. ⑫ Per Page at the bottom of the table sets how many rows are shown at once.
To open any contact, click its name in the Contacts table. To see what is on the profile, read the tour of the contact profile page.