View Contacts from Contacts List Page
You can view all of your contacts from the Contacts list page which is available from the left sidebar navigation. Click on the "Contacts" or three person icon link.
Once on the Contacts list page, you can perform various actions:
Export contacts
Save Custom Filters on Contacts List Page
When you filter contacts, you have the ability to "save" the filter options you currently have applied to the contacts list. This is a very powerful feature to help you organize and quickly access the specific contacts you need.
How To Save A Custom Filter:
On the Contacts list page, select a filter dropdown on the page, such as Client, Client Originator, or Status. You can also select the "More filters" button for more filtering options.
After you have applied the filters you need, click "Save Filters"
Enter your custom filter name in the pop up panel
Click "Save Filters"
You will now see a new oval, pill shaped button underneath the filters
Click "Clear Filters" to clear all filter options
Click your new custom filter name button and you will see all the filters re-applied automatically!
By applying filters and saving custom filters, you can categorize and organize the specific information you are looking for and it's as simple as a click of a button to view your filtered list.
If you have any questions, please let us know!