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37
You can perform actions on contacts such as adding them to a group or sharing them to a partner
with the actions button, which will appear after you’ve selected at least one contact. You can
also perform actions or leave quick notes on an individual contact by clicking the ellipses or the
pencil icon next to that contact record.
Click on the contact’s name to get a detailed overview. You can view their recent activity,
detailed information, assigned tasks, and more. You can also add more information to their profile
by selecting the orange “edit” button next to their name.
FILTERS
In addition to the search
bar, you can also filter your
contacts to make a specific
list by clicking the blue “Filters”
button on the top right of the
screen. From here, you can
sort through your contacts
in many ways. The contacts
page is dynamic, so any filters
you choose will be applied
without having to reload the
page. Just click the „X” on the
top-right when you are finished
adding filters. Click „Reset
Filters” to clear any filters
applied.
A Division of Finance of America
