Clicking on the ‘Contacts’ link in the main Navigation on the left of your eBoss database takes you by default to the main Contacts view page. You are also able to click the drop down arrow to the right of ‘Contacts’ and click ‘View Contacts’ to navigate to this page.
(You can click the ‘Full Screen’ icon on the bottom right of the Youtube window, or double-click the video to enter and leave Fullscreen mode)
Sorting Your View
The view for Contacts on this screen defaults to the most recent added at the top, and you can customise this by clicking on the ID to display either lowest to highest, or on Contact Name / Position / Department / Company Name, to display in ascending or descending order.
Use the Page numbers, or First, Previous, Next and Last buttons to quickly skip through pages if you have many results.
Key Information and Tasks
- You can quickly Add a Contact by clicking ‘Add contact+’ at the top of the screen
- Clicking the Contact Name or Contact ID will take you to the Contact Information section for that Contact
- Select Contacts and perform key Tasks such as Write Email or Send SMS from the drop-down box at the top of the Contacts list.
- And also view and update more in-depth information at a glance by hovering or clicking on the icons and information in, for example:Actions Column – click the Email or Note icon to quickly add a Note or compose an emailPerform a Search, or Advanced Search from the top right of the screen.
We have more in-depth help for each area of the Contacts Actions on our Helpdesk.