The Contact Details (Quickview) area of the Contacts List page shows any contacts under the current Search Query, SmartList or Filter(s) you are viewing, along with the associated contact properties you have selected in the Contact Details Columns. With no Search Query, SmartLists or Filters selected, all of your contacts will be present on the list.

It is important to distinguish that the Contact Details (Quickview) area of the Contacts List page gives you quick information about a contact record while clicking into any contact record will bring you to the Contact Details pop-up page and houses all property information, activity, and correspondence with that specific contact record. The Contact Details pop-up page will be covered in another lesson.

Functions & Features in the Contact Details (Quickview) area

  • Contact Details (Quickview) - This allows you to view properties or data for each contact in the query without having to click into the Contact Details page.

  • Contact Property Columns - The columns shown above are the default properties in the system to show for each contact (First Name, Last Name, Company Name, Email, Phone Number). These columns are fully customizable, with instructions present in the "Contacts List Custom Field Settings" lesson.

  • Delete - Selecting this will delete the respective contact record. Upon pressing, there will be a prompt to confirm the action.

  • Email - Selecting this will (a) open up the Contact Details pop-up page, and (b) open up an email template for the respective contact record you selected.

  • Call - Selecting this will (a) open up the Contact Details page, (b) open up a Call Log for taking notes, and (c) you can initiate a call to the respective contact record you have selected.

  • Contact Details Page - Clicking on a particular contact record will bring you into the Contact Details pop-up page for the respective contact record you selected.

  • Individual Contact Selection Checkbox - Selecting this checkbox for an individual contact record, or for multiple contact records, will allow you to perform Bulk Contact Functions (see the Bulk Functions lesson).

  • "Select All" Contacts on the current page - Selecting this checkbox will select all contacts on the current page, allowing you to perform Bulk Contact Functions for the whole page.


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