All Categories Contact Module Contact Listing Overview

Contact Listing Overview

In this guide, we will explain the different components of the "contact list."

Search Box

You can search for a specific record by using this box. You can enter the contact's name, email, or any other relevant information.

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_tdjfqCHjjcyzKXSDXCYcd8_awzQULqsenvWw4j4CMWrJN_doc.png

Filters

To sort the list, you can utilize and apply various filters. After creating and applying a filter to the search, you have the option to save the filter for future use or reset the search query.

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_tdjfqCHjjcyzKXSDXCYcd8_5UAbRwSnfY5tfFAiYJQ14r_doc.png

To save the filter, click on "Save Filter". Saved filters will appear under the search box. To use a saved filter, simply click on it.

screenshot-osmosapp.com-2023.06.13-12_08_11.pngimage.png

Cog icon

The cog icon allows you to customize the columns you want to visualize in your listing

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_tdjfqCHjjcyzKXSDXCYcd8_pXR54hJpAnKBnAydTgPhpX_doc.png

Add Contact

From here, you can add contacts, upload a contact list, and add an organization.

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_tdjfqCHjjcyzKXSDXCYcd8_pY9pywya2vCCP6fsfKnA5E_doc.png

The 3 Dots Menu ...

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_tdjfqCHjjcyzKXSDXCYcd8_xcmGWBqrmkagpoB9w8TjWk_doc.png

This menu gives you access to different options:

Sorting list by columns in ascending or descending order

Click on any of the columns to sort the table. The left corner will indicate the current sorting.

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_tdjfqCHjjcyzKXSDXCYcd8_68X2TfHDbv54JZrAceQUYW_doc.png

View the contact overview

Click here to open the "Contact Overview" information

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_7EELnmHM8L7DV15wkk5wZF_63iqWdeW1AfszbzmkopwAK_doc.png

Add Tags to the Contact

Click here to add tags to the contact. Tags are use when filtering.

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_tdjfqCHjjcyzKXSDXCYcd8_rPfTKYjtmJn93k5XbnUWQm_doc.png

Rate contacts

Click here to rate contacts from 0 to 5 stars

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_tdjfqCHjjcyzKXSDXCYcd8_cpdtB8ecwHWj5iyztyNnZW_doc.png

Edit contact

From here you can edit the contact or delete

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_tdjfqCHjjcyzKXSDXCYcd8_84ZpTXeajLjJgwCDLQykno_doc-(1).png