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Contact List Page

The Contact List page shows the subset or list of contacts you selected in the Contacts Homepage. From the Contact List Page, you can review multiple contacts at a glance. You can edit fields inline on the Contact List page. You can also select a contact to review, update, or delete. For more information on updating records, see Updating Record Details.

Using the drop-down menu, you can also switch to another contact list. The drop-down list contains both standard lists distributed with the application and custom lists for your company. For a description of the standard lists, see the table Contact Lists Section table in Contacts Homepage.

The following table describes what you can do from the Contact List page.

NOTE: If you access the Contact List page through a record Detail page, some of these features are not available.

To do this

Follow these steps

Add contacts to books or remove contacts from books

On the Contact List title bar, click Menu, and select Batch Assign book. Complete the steps described in Assigning Records to Books.

Create a contact

On the Contact List title bar, click New Contact. On the Contact Edit page, enter the required information and save the record.

Create a new list of contacts

On the Contact List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.

Delete all records from the list

On the Contact List title bar, click Menu, and select Batch Delete. Complete the steps described in Deleting and Restoring Records.

Export the list

On the Contact List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.

Find a contact

Click the Last Name column header to sort the data. Then click a letter in the alphabet bar. For contacts beginning with numbers, click 0-9.

Manage all the contact lists

On the Contact List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.

Page through the list

Click the Previous or Next links.

Refine the search criteria for the list

On the Contact List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.

Show more/fewer records

In the Number of records displayed list at the bottom of the page, specify how many records you want to see at one time.

Show the key information and filter information for the list

On the Contact List title bar, click Menu, and select Show List Filter. See View List Page for an explanation of the information.

Update a group of contact records at once

On the Contact List title bar, click Menu, and select Mass Update. Complete the steps described in Updating Groups of Records.

View a subset of contacts

On the Contact List title bar, click the drop-down list and change the selection.

View all contacts

Click the All link on the alphabet bar.


Published May 2008