Contacts — Help

Overview

This page lists contacts for your organisation, lets you search and filter, open a contact to view or edit, create a new contact, and apply simple bulk actions (Archive / Active / Tag) to selected rows.

What you will see

• Page title: “Contacts”
• Search box: type a contact code or name and press Enter or click Search
• Business selector: choose the business to load contacts for (required to show contact rows)
• Show filter: All / Active / Archived
• Actions dropdown: choose a bulk action to apply to selected rows
• + New Contact: opens the contact creation page
• Grid: columns include Select (checkbox), Code, Tag, Contact Name, Type, Created, Status, and a View link
• Row styling:
• selected rows are highlighted
• archived rows appear shaded

Common tasks

Search for a contact

1. Type a contact code or name in the Search box.
2. Press Enter or click Search.
3. Results update server-side (paging/sorting preserved).

Show contacts for a business

1. Select a Business from the Business dropdown.
2. The contact list refreshes to show contacts for that business.
3. If no business is chosen you may see the message “Select business to show contacts.”

Filter by status

• Use the Show dropdown to see Active, Archived, or All contacts.

Open (view/edit) a contact

• Click the View link in a row to open that contact’s details page.

Create a new contact

• Click + New Contact to go to the contact creation form.

Select and perform a bulk action (Archive, Active, Tag)

1. Check individual row checkboxes or use the header checkbox to select all visible rows.
2. Click an action from the Actions dropdown.
3. The page submits the selection and applies the chosen action server-side.

UI details & behavior

• Header checkbox toggles all visible row checkboxes and highlights rows.
• Row highlighting happens immediately in the browser; the server applies actions after you select an action.
• Grid supports paging (15 rows per page) and sorting by clicking column headers (server-side).
• Archived rows are shaded and remain selectable for actions depending on the chosen action.
• The page shows brief toast messages for quick success feedback and an error panel for problems.

Troubleshooting

No contacts shown

• Ensure a Business is selected (LabelSelectBusiness shows if not).
• Check the Show filter (Archived vs Active).
• Try a broader search term or set Show to All.

Bulk action didn’t apply

• Make sure rows were selected (checkboxes) before choosing the action.
• The page requires a postback — if your browser blocks cookies or scripts the action may fail.
• Session expiry can prevent changes — sign in again and retry.

Sorting/paging unexpected

• Sorting and paging run on the server; try refreshing the page to clear transient state.

Toast or error panel not visible

• Check that popups/scripts are allowed in your browser; errors will also appear in the top error panel.

Accessibility & keyboard tips

• Search box receives focus on load; press Enter to search.
• Use Tab to move between controls; press Space/Enter to toggle checkboxes and activate buttons/links.
• The header checkbox is keyboard-focusable to select/deselect all.

Security & permissions

• Only users with appropriate permissions can view or edit contacts. If you see actions you shouldn’t have, contact your administrator.

What to include when contacting support

• Business name selected, search term used, and filter (All/Active/Archived)
• Exact time you performed the action and the action chosen (e.g., “Archive Selected”)
• Screenshot of any error panel or browser console network request if available

Quick tips

• Use the header checkbox to quickly select all visible rows.
• Switch Show to All if a contact you expect is not visible.
• Use the View link to confirm a contact before archiving.