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Change the list view (contacts)
Change the list view (contacts)
Updated over 3 years ago

Use the list views to alter which columns are shown in the list for the existing contact records. Select the word 'default' in the top left corner to see the available views.

The contact name is shown in all the views. The standard views add extra columns such as:

  1. Default - the default view for the project contacts tab, with the company name, personnel or staff name, contact role, and any project contact flags that have been set.

  2. Address - view the contact name along with the address from the staff or personnel record.

  3. Social and Tags - view any tags entered against the contact record and any social account details.

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