Managing Contacts
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.
Navigating the Contacts page
When you launch the Contacts page on the UI, you can view the following tabs.
- My Contacts: By default, the Contacts page displays the My Contacts tab. On this tab, 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.
View Setting
View Setting allows you to control which columns are
displayed in the grid and rearrange the column order. Click the View
Settings () icon to control
the columns displayed in the grid. For more information, see Managing View Settings.
You can save your filtered view of a record and set as the default view to avoid reselecting the filters every time you open the grid (list) view. For more information, see Managing Views.
Sorting Contacts
You can sort the contacts by clicking the column names. You can sort the contacts based on the Name and Account Name. The contacts are sorted by the last modified date in descending order. Every time you click the column name, the sorting switches between ascending and descending order. You can adjust the column width by dragging the columns. Hover near the column boundaries till the two-way arrow appears. Click when the arrow appears and drag left or right to adjust the column width.
Actions available on Contacts page
- Click New Contact to create a contact. For more information, see Creating a Contact.
- Click the contact name link to open the Contact Details page.
- Click the More icon (
) next to a contact name to edit an existing contact or delete an existing contact.
Results per page
At the bottom of the page, you can view the total count of contacts available. You can control the number of contacts to be displayed on each page. By default, you can view 10 records on each page.
By default, you can view 10, 20, 30, 50, and 100 contacts per page using the Rows per page drop-down list. This feature works in association with the search and filter functions to display search records per page. You can use the Next (>) and Previous (<) buttons to move to the next or the previous pages. You can also jump to a certain page using the page search component.
