Customize Your Contact List View
Overview
Customizing your Contact List helps you quickly see the most important information. This is especially useful if you need to prioritize specific details like tags, phone numbers, or last contact dates.
Customize Your Contact List: Video
How to Customize Your Contact List
1. Go to the Contact List
- Navigate to Contacts in the main menu.
- Click to open the Contact List screen.
2. Click "Customize This Screen"
- At the bottom of the Contact List, click Customize This Screen.
The customization panel will open.
3. Choose Columns to Display
- Add columns you want to include.
- Remove columns you don’t need.
- Use drag and drop to reorder columns.
Example: Move Email or Phone to the front for faster access.
4. Save and Set as Current View
- Click Save Changes when done.
- Click Set as Current View to make this your default layout.
Tips for Using Custom Views
Create Multiple Views:
Use the Add New View option to save different setups for different projects or roles.
Sort by Columns:
At the bottom of the list, select to view 20, 40, 60, 80, or 100 contacts per page.
Adjust Page Size:
At the bottom of the list, select to view 20, 40, 60, 80, or 100 contacts per page.
Customize Your Contact List: Questions and Answers
Q: Can I create multiple saved views?
A: Yes. Use the Add New View option to create and save different layouts for different needs.
Q: Can I switch between different views?
A: Yes. Once you have saved multiple views, you can switch between them anytime.
Q: Do my changes affect other users?
A: No. Your Contact List view is personalized to your login. Other users can set their own views.
Q: Can I share a custom view with my team?
A: While there isn’t a "share" feature for views, team members can manually set up their screens in the same way.
Q: Is there a limit on how many columns I can add?
A: There is no hard limit, but too many columns may make the view harder to read on smaller screens.
Q: Can I sort by multiple columns?
A: Sorting is by a single column at a time. For advanced filtering, use Advanced Search.
Q: Do my customized columns show on mobile?
A: On mobile, the view is simplified. Not all custom columns may display due to screen size.
Q: Can I reset to default view?
A: Yes. You can clear custom views and revert to the system’s default layout.
Q: Is there a way to export my custom view?
A: Exporting contacts includes selected fields, but the screen layout itself is not exported.
Video Transcript
This is the Contact List Screen. This is where you will work with a group of your contacts. This screen will display these default columns. If you want to see different columns in your system, you can hit ‘Customize This Screen’ and change the columns, like this. Also, right here you can change the number of contacts you see on each screen, and you can scroll through the pages like this. There are 2 search tabs here, Basic and Advanced. Let’s start with the basic tab. If we leave all these filters blank, the system will list all of your contacts. You see we have 244 contacts in this database. Let’s select some filters and see how our list changes. From this screen, we can bring up a single contact by clicking on their name, or we can add all these contacts to the Group Actions page. Group actions is the place where we can perform… well, group actions! Like sending an email to all these people, or adding everyone in this group to a Workflow. Under the Advanced Search Tab, we can filter by all of these database fields. Here is how the Advanced Search works. If you have a search that you might want to use again or refer to in the future, save it here. Then you can have that saved search show up on your dashboard, like this.