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Contacts Grid

How to Find, Filter, and Export your contacts and groups through the Contacts Grid

Angela Lim avatar
Written by Angela Lim
Updated over a month ago


From the Main Menu, select Contacts. A list of all contacts in the system will be displayed.

You may choose to see the list of People, displayed by default, or Groups, by clicking on the Groups tab.

To find your contact, locate the search field labeled Filter by Name, in the right sidebar. In the search box, you can find a person by first or last name, with results displayed as you type.

Following the search filter are drop-down filters that allow you to find a contact by Contact Type, Assigned User, Program, and Status, or any combination of the filters. Search results are updated as you select filters.

When you are done with your filters, be sure to click the Clear button.

Columns can be sorted in ascending or descending order by clicking the column title. An arrow pointing up or down will appear to the right of the title.

You have more options in the Contacts Menu button, and can export a list of all or visible contacts in comma separated value (.csv) file format.

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