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There are three ways to see all the contacts (clients) who are in your project

See contacts on your project’s page

  1. Go to the Homepage by clicking Home in the top menu. (If you have just logged in, you will start off on the Homepage)

  2. Look for your project in the Projects box on the left side. If your project is not shown, click Show All to see the full list of projects you have access to

  3. Select your project

  4. You arrive on your project’s page

  5. Scroll down until you see the Contacts box on the right side. In that box is a list of the contacts in your project.

    1. This list of contacts includes all the contacts in your project, i.e. those on the Waiting List, Alumni List and Declined List as well as those who are currently Enrolled.

  6. Click the name of a contact to go to their Contact Profile Page

Through the Project page

Through the Contacts App

  1. Select My Apps in the top menu

  2. A tray of Apps appears

  3. Select Contacts

  4. You arrive in the Contacts App

  5. Press the Contact Filters button

  6. The Filters Overlay appears on the right

  7. Press Reset to reset the filters

  8. Open the Projects filter

  9. Select your project

  10. Press the Apply button

  11. The table updates to now only display the contacts who are in your project

  12. If your project has a Waiting List, Alumni List and/or Declined List, you can use the States filter to further filter your list of contacts to only display those contacts who are in that State. (The main state is Enrolled which is available by default)

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