Contacts Management
Contacts contain the contact details of customers or individuals.
Prerequisite: Based on user roles, the administrator has assigned View All, Read, Update, and Delete permissions on the Contact object.
You can access Contacts from Shared Apps and view the following tabs:
- My Contacts: This is the default tab on the Contacts page. All the contacts created by you are listed on this page along with their details.
- Recently Viewed: You can view the list of contacts that you recently viewed.
- All Contacts: You can view the list of contacts created by other users only if you have access rights.
Viewing and Managing Contacts
Click the View Settings () icon to control the columns displayed in the grid and rearrange the column order. For more information, see Custom View Settings.
You can save a filtered view of the contact list and set it as your default,you do not have to reapply filters each time you open the the grid view (list view). For more information, see Custom Views.
You can sort contacts by clicking the Name or Account Name column headers. Each click toggles between ascending and descending order. Contacts are initially sorted by Last Modified Date (newest first). To resize columns, hover near a column edge until the two-way arrow appears, then click and drag to adjust the width.
Use the Rows per page drop-down to control how many records are displayed per page (options include 10, 20, 30, 50, and 100). These options work alongside search and filter functions. Use the navigation buttons or page selector to browse through pages.