Contacts

Overview

Use Contacts to view and manage contacts for a selected business.

This page allows you to search for contacts, filter the list, open a contact to review or edit it, create new contacts, and apply bulk actions such as changing status or applying tags to multiple contacts at once.

Quick start

1. Select a business to load its contacts.
2. Use the search box to find a contact by code or name.
3. Use the Show filter to narrow the list.
4. Click View to open a contact.
5. Click New Contact to add a new one.
6. Select one or more contacts if you want to apply a bulk action.

Main sections / fields / actions

Business

Choose the business whose contacts you want to view.

A business must be selected before the contact list can be shown.

Search

Use the search box to find a contact quickly.

You can search by:

• contact code
• contact name

After entering your search text:

• press Enter, or
• click Search

Show filter

Use the Show filter to control which contacts appear in the list.

Typical options include:

• All
• Active
• Archived

This helps you focus on the contacts most relevant to your task.

Contacts list

The main grid shows the contacts linked to the selected business.

Typical columns include:

• selection checkbox
• code
• tag
• contact name
• type
• created date
• status

This gives you a quick overview before opening a contact.

View

Click View next to a contact to open its details page.

Use this when you want to review or edit an individual contact.

New Contact

Click New Contact to add a new contact to the selected business.

Bulk actions

You can select multiple contacts and apply an action to them in one step.

Typical bulk actions may include:

• Archive
• Active
• Tag

To use a bulk action:

1. Select one or more contacts
2. Choose the action you want
3. Apply the action

Row selection

Use the checkbox next to each row to select a contact.

A header checkbox may also be available to select all visible contacts on the current page.

Selected rows are highlighted so you can see what will be affected before applying an action.

Common tasks

Find a contact

1. Select the business.
2. Enter the contact code or name in the search box.
3. Click Search or press Enter.
4. Review the results shown.

Show only active or archived contacts

1. Open the Show filter.
2. Select Active, Archived, or All.
3. Review the updated list.

Open a contact

1. Find the contact in the list.
2. Click View.
3. Review or update the contact on the next page.

Create a new contact

1. Click New Contact.
2. Complete the contact details on the next page.
3. Save the record.

Apply a bulk action

1. Select the contacts you want to update.
2. Choose the action from the actions list.
3. Apply the action.
4. Confirm the results on the page.

Tips for using the page

Select the business first

If no contacts are showing, make sure the correct business has been selected.

Use All when searching for missing contacts

If you expect to see a contact but it is not visible, switch the Show filter to All.

Check selected rows carefully

Before applying a bulk action, confirm that the correct contacts are selected.

Open important contacts before bulk updates

If you are unsure about a contact, open it first using View before applying archive or tag actions.

Troubleshooting

No contacts are shown

Make sure a business has been selected.

Also check the Show filter and try setting it to All.

I cannot find a contact

Check the spelling of the contact code or name and try a broader search.

You can also clear filters and search again.

A bulk action did not apply

Check that at least one contact was selected before choosing the action.

If the issue continues, refresh the page and try again.

The wrong contacts were selected

Clear the selection and reselect the correct rows before applying the action.

Sorting or paging is not working properly

Refresh the page and try again.

If the problem continues, note what happened and contact support.

I see an error message

Read the message shown on the page and try again if appropriate.

If the same problem happens again, take a screenshot and share it with support.

FAQ

Q: Why are no contacts showing on the page?

A: A business usually needs to be selected before contacts can be displayed.

Q: Can I search by contact name?

A: Yes. You can search by contact name or contact code.

Q: Can I show archived contacts?

A: Yes. Use the Show filter and choose Archived or All.

Q: How do I open a contact?

A: Click View next to the contact you want to open.

Q: Can I update several contacts at once?

A: Yes. Select the contacts and use a bulk action such as Archive, Active, or Tag.

Q: What does the header checkbox do?

A: It selects all visible contacts on the current page.

Q: What should I do if a bulk action does not work?

A: Check that contacts were selected first, then try again. If needed, refresh the page and repeat the action.