Click the CONTACTS MENU TAB to list, filter, sort, edit, and export your contacts and their linked properties.
Clear filters.
Be sure to click the CLEAR ALL FILTERS LINK to clear filters; otherwise, only a partial list of your contacts and their linked properties may be displayed.
Configure filters.
You may configure filters either manually or by using preset filters.
Configure Filters Manually | Configure Filters Using Preset Filters |
Use the FILTER TOOL in the left column to manually configure filters. | Use the COLUMN SELECTOR TOOL to select a preset filter. |
Select columns to display.
Use the COLUMN SELECTOR TOOL to select columns of information to display.
Sort contacts and linked properties.
To sort listed contact and linked properties:
STEP 1: Click the column to sort.
STEP 2: Click the sorting caret symbol to sort in either ascending or descending order.
▼ | The caret down symbol sorts in ascending order, for example, A to Z. |
▲ | The caret up symbol sorts in descending order, for example, Z to A. |
Edit multiple contacts and properties.
The MASS EDIT TOOL allows you to edit multiple selected contacts and properties:
Delete | Delete the selected contacts and properties. |
Enable Send Monthly Statement | Send the selected contacts and properties monthly statements instead of individual invoices during the billing process. |
Disable Send Monthly Statement | Send the selected contacts and properties individual invoices instead of monthly statements during the billing process. |
Edit Title/Position | Assign a designated title/position to selected contacts and properties. |
Merge Properties | Merge the selected contacts and properties. |
Change Headquarters | Assign a designated headquarters to selected contacts and properties. |
Export contacts and properties.
The EXPORT TOOL allows you to export the listed contacts and properties to a spreadsheet. You may export either:
only the displayed columns of the listed contacts and properties; or
all contact and property data of the listed contacts and properties.
STEP 1: Click the EXPORT TOOL.
STEP 2:
If you want to export only the displayed columns of the listed contacts and properties... | If you want to export all contact and property data of the listed contacts and properties... |
Click the EXPORT TOOL. | Click the EXPORT TOOL. |
Do not select the INCLUDE ALL CONTACT DATA OPTION. | Select the INCLUDE ALL CONTACT DATA OPTION. |
Click the EXPORT BUTTON. | Click the EXPORT BUTTON. |