...

Steps

1. Select My Apps in the top menu

2. Select Contacts

3. You always arrive on the Overview tab of the Manage Contacts

...

1. page

2. Use the pagination (numbers at the bottom of the page) or search bar to find the contact you are after. Click their name to go to their Contact Profile Page.

Columns displayed

The Overview tab displays a fixed set of fields.

You can search for contacts using the Search Bar on this page.

...

of columns:

• Contact Name

• Flags (only if Flags have been turned on)

• Type - states whether the contact is a Person, Organisation, Animal or Object

• Date Joined Organisation - states when the contact record was created

• Added By - states which user created the contact record

• Projects - states the projects the contact is part of

• Groups - states the groups the contact is part of

• Perspectives From - states the number of contacts who can give their perspective on how this contact is doing (uses 360 Surveys)

• Perspectives To - states the number of contacts that this contact is able to give their perspective on (uses 360 Surveys)

• Time Spent (only populates if you are using Task & Update Timesheets or Event Timesheets)

• Cases (only populates if you are using Cases)

• Date of 1st interaction - date of the first story or survey response

• Date of most recent interaction - date of the most recent story or survey response

When looking at contacts from a single project

If you use the Contact Filters to restrict your view to the contacts of a single project, an additional pair of columns appear on this tab:

• State: this shows which state the contact is in on that project

• Date added to state: this shows the date that the contact was added to that state on this project

Sorting the table

• Click each column title to sort the table in alphabetical or reverse alphabetical order by that column