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Work With the Contacts List

The Contacts List page allows searches and a list of contacts displayed by Group or search results. To narrow the contact list, use the search text box on the action bar, or enter criteria at the search panel. (See "Search Contacts" .)

The groups dropdown list appears at the top left corner of the page, just below the action bar. The groups list includes all system groups as well as custom groups you have added. Groups also include Member and Brokerage Rosters, and temporary groups generated by the system for search results.

How . . .

To Open a Group

To Use the Member Roster

To Use the Brokerage Roster

To Narrow and Expand the List

To Narrow the List with the Search Text Box

To Sort the List

To Open a Group and View Contacts

At the Group list at the top left corner of the page, select one or more groups.
At the resulting list of contacts, scroll and select contacts as desired, then click View on the action bar.
The first contact displays in the detail view form. Use arrows to navigate.

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To Use the Member Roster

At the Contacts submenu, or at the Group list at the top left corner of the page, select Member Roster.
At the list of search results, select one or more members then click View on the action bar; OR

Click Show Brokerage to see the selected member's brokerage.
The first member displays in the detail view form. Use arrows to navigate.

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To Use the Brokerage Roster

At the Contacts submenu, or at the Group list at the top left corner of the page, select Brokerage Roster.
Select a brokerage then click View on the action bar; OR

Click Show Members to see members of the selected brokerage.
The first brokerage displays in the detail view form. Use arrows to navigate.

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To Narrow and Expand the List

Select one or more contacts you want to keep in the list.
Click Narrow at the action bar.
Repeat steps 1-2 to narrow further.
To expand the pre-narrowed list, click Expand on the action bar.
If the list was narrowed more than once, repeat step 4 until the full list displays.

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To Narrow the List with the Search Text Box

This feature acts as a "Contains" search and checks for matches - within the current group - in the following fields: First Name, Middle Name, Last Name, Organization, and email address.

With a group displayed, click inside the Search text box on the action bar.
Type part of the First Name, Middle Name, Last Name, Organization, or email address.
As you type, the contact list refreshes to display a narrowing list of contacts.
Select a contact or continue typing until one contact remains.
Clear the search text box to avoid improper display of subsequently selected groups.

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To Sort the List

To sort the list in ascending order, click a column heading. Click again to sort in descending order
To sort by name, click the First, Middle, or Last column heading accordingly.

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Work With the Contacts List

How . . .

To Open a Group and View Contacts

To Use the Member Roster

To Use the Brokerage Roster

To Narrow and Expand the List

To Narrow the List with the Search Text Box

To Sort the List

See also . . .