Use the Contacts page

  • Contacts – View only, or
  • Contacts – View, Add and Edit Contacts

Contents

Access the Contacts page

The Contacts (Contacts > All Contacts) page includes all contacts to which you have access, depending on your security role, where applicable. The following tabs are available: All, Clients, Prospects, Leads, Supplier, Other and Archived.

Note: The All tab is the default tab.

Each contact file can contain the following information, based on the columns you want to display:

  • Client Code – The unique client code.
  • Client – The client name.
  • Entity – The entity type.
  • Partner – The partner assigned to the client.
  • Manager – The manager assigned to the client.
  • Tax Reference No. – Either the business number or the social insurance number (Tax reference number).
  • E-mail Address – The client e-mail address.
  • Work Phone – The work phone number.
  • Mobile – The mobile phone number.

If your firm is using the firm settings filtering and group settings, the group options will be available.

  • Group1 – Group1 title configured in the filters and groups settings.
  • Group2 – Group2 title configured in the firm filtering and group settings.

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Search for a contact

Quick search

  1. Click Contacts > All Contacts.
  2. In the Contacts page, in the search feature and choose the desired filter in the drop-down list (Client Name, Client Code, Business Number, Social Insurance Number, Account Number, Phone Number or Address).
  3. In the search field, type the first letters of the item you are searching for.
  4. Press Enter.
Notes:

Advanced search

  1. Click Contacts > All Contacts.
  2. Click the Search button.
    The advanced search filters will be displayed: Partner, Manager, Entity, Client Type, Contact Group, Billing Group and Communication Language.

    3. Note: If your firm is using the firm settings filtering and group settings, the group options will be available.
  3. Edit the field of each desired filter.
  4. Click Search.

Notes:
  • To perform a new search, display the page with all filters and click Reset, then Search.
  • To return to the simple search, click the button in the top right corner of the Search section.

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Display contact details

  1. Click Contacts > All Contacts.
  2. From the Contacts page, select a contact.
    The Contact Details page will be displayed.
    This page contains all information on a contact.

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Select the columns to display

  1. Click Contacts > All Contacts.
  2. Click the vertical suspension points above the displayed columns.
  3. Click Select Columns.
  4. Choose the desired columns.
  5. Click Save.

Note: The optimal configuration for the columns in the Contacts grid contains the following items: Client Code, Entity, Partner, Manager, Tax Reference No., E-mail Address, Work Phone and Mobile.

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Edit contacts sort order and navigation

  1. Click your name in the top right corner of the page, then click My Profile in the displayed drop-down list.
  2. In the Edit User page, look for the Contacts Sort Order & Navigation option.
  3. Select By Name or By Code in the drop-down menu.
  4. Click Save.

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Edit the number of contacts displayed on the page

  1. Click your name in the top right corner of the page, then click My Profile in the displayed drop-down list.
  2. In the Edit User page, look for Default number of items on Page option.
  3. Select the number of items to display for a page (10, 25, 50, 100 or 200) in the drop-down menu.
Note: The default number is 25.
  1. Click Save.

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