Using the Contact Side Index (Rolodex)

Overview

The Side Index, also known as the Rolodex, is a navigation tool located on the left side of the screen. It provides an A-Z list that allows you to instantly filter your contact list by the first letter of a contact's last name. This feature is always active to ensure you can find and access your contacts quickly and efficiently.

Side Index Video:

How to Use the Side Index

1, Locate the Side Index. On the left side of your screen, you will see a vertical list of letters from A to Z. This is the Side Index.

2. Select a Letter Click on any letter in the Side Index.

3. View Your Filtered Contacts The main contact list will instantly update to display only the contacts whose last name begins with the letter you selected. You can then scroll through this filtered list to find the specific contact you are looking for.

Side Index: Questions and Answers

Q: What is the primary purpose of the Side Index?

A: Its purpose is to help you locate contacts quickly by filtering your entire contact list based on the first letter of their last name.

Q: What happens when I click a letter on the Side Index?

A: Clicking a letter applies a temporary filter to your contact list, showing only those contacts whose last name starts with that letter. It does not permanently change your contact list.

Q: Why can't I find a contact even when I click the correct letter?

A: This usually happens if the contact's last name was entered incorrectly or is missing from their contact record. Check the contact's details to ensure the last name is in the correct field and spelled correctly.

Q: Can I filter by the first letter of a first name or company name using the Side Index?

A: No, the Side Index is designed specifically to filter by the first letter of the contact's last name. To search by other criteria, you should use the main search bar at the top of the page.