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Customer Management Module: Managing the Company & Contact Listing Pages Kristan Sock
Managing the Company & Contact Listing Pages
In addition to the Lead, Task, and Sample Listing Pages in the Lead Management Module, the Customer Management Module has two types of listing pages: Company Listing Pages and Contact Listing Pages. They can all be sorted, searched, filtered, and organized in the same manner (as described below). You can also export data from the listing pages.
To view the Company and Contact Listing Pages, click on the menu button on the far left of the page. This is where you can view all listing pages. At the bottom of the tray, in the Customer Management section, you’ll see “Companies” and “Contacts”. Click on “Companies” to be taken to the Company Listing Page or click on “Contacts” to be taken to the Contact Listing Page.
Please note: Depending on your User Role, you can also view the Deleted Company and Deleted Contact Listing Pages by clicking on “Deleted Companies” or “Deleted Contacts”.
Each column on a listing page has a downward pointing arrow button to the right of the column name. From that arrow, the following options are available:
You can sort the column in ascending or descending order (alphabetically or numerically).
To remove the sort, click on the downward pointing arrow again and select “Remove Sort”.
You can hide the column (making it no longer visible on page), click on the hide column button.
To un-hide the column, click on the Column Widget button on the far right of the screen, then click “x” beside the name of the column you want to un-hide (from this button you can hide/un-hide multiple columns at once).
You can pin a column, click on the pin left or pin right button. Pinning a column locks the column in place as the first column on the left or last column on the right of the page.
To unpin a column, click on the downward pointing arrow again and select “Unpin”.
To rearrange columns, click in the center of the column’s heading and drag it left or right and drop that column into a new place on the listing page. You can also move a column’s position by using the up/down arrows within the Column Widget button on the far right of the screen.
To perform a search within a column, click in the blank field below the column heading (where available) and type the name or word for which you’re searching.
To filter data on a listing page, click on the single option dropdown field underneath the column heading (where available) to select a specific criterion by which you’d like to filter the listing page results; or use the Smart Filter (on columns with the funnel icon) for quick text searches, multi-select filters (enabling multiple criteria to be selected), and the option to filter by whether the column’s field is “Empty” or “Not Empty”.
To reset the filters, click on the “Refresh Filters” button at the top of the dashboard to clear all filters and search terms. To clear individual filters, click on the “x” to the right of the filter selection or search term.
To refresh the page and maintain all of the searches and/or filters you have set, click on your browser’s refresh or reload button.
To export the companies or contacts shown on a listing page, first sort and filter the listing page to display the data that you want to export. Then click on the Sprocket button in the upper right corner, and select “Export Companies” or “Export Contacts” (depending on the listing page being viewed). An excel document containing all of the companies or contacts listed on the screen will automatically be downloaded to your computer.