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

See your 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

See your project contacts inside 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. The total number of contacts that you have access to is shown in the top left of the table

   

9. Click the word Project to open the Projects filter

   

10. A list of projects appears

11. Tick the checkbox next to the name of your project

    

12. Press the Apply button

    

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

    

14. 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)

    

15. Click anywhere on the page to close the Filters Overlay

16. Select the name of a contact to go to their Contact Profile Page

Shortcuts

Access your project’s contacts from the Homepage

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 the cog button next to the name of your project

   

4. A dropdown menu appears

   

5. Select the Contacts button in the dropdown menu

   

6. You arrive in the Contacts App with the filters automatically set to only show the contacts who are in that project

   

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

Access a filtered view of the Contacts App from your project 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. Select the Contacts button in the cover section

   

6. You arrive in the Contacts App with the filters automatically set to only show the contacts who are in that project

   

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