The Contact page is divided into the following sections:
|Smart List||The default Smart List shows All Customers but you can have unlimited lists. To learn how to create a smart list click on the link on How to create a Smart List|
|Search||Use the search filters to narrow down your search. If you would like to hide the search filters click on the magnifying glass which will toggle to hide or show.|
|Card View/List View||To toggle from Card View to List View click on the icon. |
To sort by a column then click on the heading. By default, the search will show 100 customers but you can change it to 500 or 1000 by changing the entries drop down.
Click on the eye icon to edit the Customer.
To make a call click on the phone link.
Click on the email link to send an email.
A sub-action menu will open using the vertical ellipses.
To switch back to card view click on the icon again
Now all links are clickable.
To sort hover over the sort icon and select a column to sort.