View, Sort and Search Records
Your saved CRM contacts (or a subset of your contacts depending on how many contacts you have saved) are listed on the CRM home page sorted by Title by default. Each item in the list also displays the type of record (Contact, Prospect or Client) and Account IDs for clients.
You can view, sort and search for records in the following ways:
- Sort the list of records by clicking any column heading (Title, Type or Accounts).
- Use the letters at the top to view records that begin with a specific letter. Click a letter to view only those records whose Title begins with that letter.
- Search for records by name. Type the search word in the Search field at the top of the page and then click Search.
- Filter the list to display only Prospects, only Contacts, only Clients or All records using the Filter drop-down. You can use the Filter drop-down in conjunction with the search field to narrow your search. Select the record type and then click Search to filter the list of records.
- If you have a lot of records, they are displayed on multiple pages. You can set the number of records to display on a single page using the control at the bottom of the page (display 20, 30, 40 or 50 records at a time). This control lets you see how many pages of contacts you have at a glance and which page you are looking at (for example, 1/31 lets you know that you are looking at page 1 of 31), and lets you quickly jump to the previous page and first page or to the next page and last page.
For more information