The contact index page is your starting point when browsing your contacts. To access the contact index, simply click on the “CONTACT” tab at the top of the page. You will see a default view of all the contacts you are permitted to access. If you do not have access to a contact you will not see their record or any of their associated information such as tasks, issues or files. (NOTE: Administrator accounts have full access to all records at all times)
The contact index page includes several intuitive features to help you navigate your contacts. They include:
1 – Contact Filter – this drop down list allows you to filter the contact index view based upon contact type, SmartGroup or Contact List. Simply select the filter you wish to apply and the view will automatically update.
2 – Add new contact button – this is a button that will open a new window that allows you to add a new contact.
3 – Manage lists & groups – this is a button that will open a new panel to allow you to create and manage SmartGroups and Contact lists.
4 – Actions - The actions inside this box apply to all contact records you have selected with the multi-select box as described in #5 below. The actions allow you to quickly modify an ad-hoc collection of contact records. Actions include export the CSV file (for import into other systems), add keywords, schedule a task, activate the customer portal, change the contact type, add to contact list and finally delete.
5 – Multi-select box – to create an ad-hoc collection of contact records, select the checkbox next to the individual contacts. You may page through the contact index and continue to select records, your selections will be remembered. Once you have selected a group of records you can apply an ACTION to the entire group all at once (see number 4)
6 – Portal indicator – the portal indicator displays a green check mark in a circle if the customer portal has been activated for this particular contact.
7 – Contact action – the contact actions apply to the individual contact record. The actions include view, edit, delete and add to list. By hoovering the cursor over the top of each icon, help text appears to describe the action.
8 – Keyword filtering – by entering a keyword in the entry box or selecting one from the tag cloud, the contact index view will update to only show the contacts that include the specified tag/keyword.
