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Work With the Contacts View

The Contacts View page provides an alphabetical directory in the left panel, where you can look up a last name, see a group, and narrow a list of contacts by alphabet.

For instructions to open groups, view rosters, use the search text box, manage groups, and add, edit, and delete contacts, see "Work With the Contacts List".

The Names Directory

A directory of contact names displays in the left panel at View. Names are listed in alphabetical order.

To narrow the list, select a group, then:

To limit the list to names beginning with a particular letter, click the letter
To limit the list to a particular name, enter text at the search text box

To display a contact's detail form, click any name.

To navigate through more contacts in the narrowed list, click an arrow.

The Alphabet Pick List

The list includes letters A through Z in addition to the default “A-Z” choice at the top, which causes all contacts in the current group to display.

To use the pick list to narrow the names to a particular letter, click the letter.

The Detail View Form

In the main panel, View displays the contact detail forms for all contacts currently displayed in the directory. To make changes in any section of the Contact detail form, click Edit .

To navigate through a group of detail forms, click an arrow.
To view a contact's entire form, use the scroll bar
To jump directly to a section of the form, click tabs for Details, Financials (if available), Activities, Notes, and Prospects (if any).

The Prospects Tab

If a contact has one or more prospect searches, the prospects remain at the Prospects tab until you delete them. This allows you to salvage an expired prospect beyond the normal limit.

To salvage a prospect beyond expiration, select it and click Extend.
To find matches for a prospect, select it and click Matches.
To create a new prospect, click Create.
To manage a prospect, select it and click Manage.
To change a prospect's criteria, select it and click Search.

Work With the Contacts View

The Names Directory

The Alphabet Pick List

The Detail View Form

The Prospects Tab

See Also . . .