Contact List
On the left, click the Contact Management navigation button to open the Contact List page.
The Contact List page grid displays a master list of all contacts to which you have access.
In the View list, select an option to filter the master list of contacts by contact type: Individuals, Producers, Businesses, and Trusts (a faster way of locating contacts).
In the Contacts grid, you can go to multiple grid pages, select contacts, and sort the grid.
Go to Multiple Grid Pages
- Scroll down to the bottom of the grid page.
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Click the Previous, Next, or numbered buttons to move through the grid pages.
Select Contacts in the Grid
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Select individual contacts:
In the left column of the grid, select the check boxes to the left of the contact names.
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Select all of the contacts on the active grid page:
Select the check box in the title row of the left column to select all of the contacts on the active grid page only. Click the check box again to clear the check boxes for all of the contacts on the active grid page.
This does not select or clear contacts on the remaining grid pages.
Sort the Contacts Grid
The Contacts grid columns are sortable by type of contact data. Click a column title to sort the grid by that column in ascending order. Click the grid column title again to sort the contacts by that column in descending order. Clicking the grid column title switches the column list order between ascending and descending order.
The sort icons indicate whether the column is not sorted (two arrows), the column is sorted in ascending order (upward pointing arrow), or the column is sorted in descending order (downward pointing arrow).
Examples:
- Click the Name column title to sort the contacts in the grid by name.
- Click the Type column title to sort the contacts in the grid by contact type.
- Click the City column title to sort the contacts by City.
Use the Contact List page to add and delete contacts, search for and open your saved contacts, and to start an illustration.