The contact list includes all your private contacts, companies, and linked contacts.
- Smooth browsing: Move through your list faster with infinite scrolling designed for continuous exploration.
- Instant search: Use column filters or personalised segments to find exactly who you need in a single click.
Summary:
Personalise your list
Sort your contacts
Filter your contacts
Default filters
Custom filters
Personalise your list
Adapt the display to your workflow:
- Select columns: Choose which information to display.
- Reorder: Drag and drop columns to change their order.
- Adjust width: Resize each column for optimal readability.
Your preferences are saved locally in your browser cache. If you clear your cache, your configuration will be reset.
Sort your contacts
By default, the list is sorted by Name. To change the order:
- 1 click: Descending sort.
- 2 clicks: Ascending sort.
- 3 clicks: Reset to default sort.
Filter your contacts
You can filter your list using any visible column:
- Text filters: Displays results containing the entered text.
- Dropdown filters: Select contacts matching one or more chosen options.
Default filters
- All: Displays all your active contacts (selected by default).
- Archives: Groups your archived contacts. This is the only place where they are visible.
An archived contact cannot be edited.
Custom filters
Increase efficiency by creating your own views to instantly access your most used segments.
- Name your filter: Up to 15 characters.
- Quick access: Your 5 most recent filters appear directly next to the "All" tab.
- Management: Beyond 5 filters, access the full list or delete filters via the "Filters" menu.
Filters are sorted by creation date, with the most recent always appearing on the left for priority access.
Create a custom filter
To create a filter, go for example to the “City” field and enter “Lausanne”. Then click on the star to save the filter.
Once you access the contact list, the “Lausanne” filter will appear and allow you to see all contacts located in Lausanne.