Using the Contact list view

The Contacts list view displays all of the contacts that you have access. You can use Groups and Lookup to filter the list of records.

You can click Contacts to access the Contact list view, on the Navigation Bar.

On this page you can:

• Click Refresh to refresh the list information.
• Use the Summary view. See Using the Summary view
• Work with records in a grid. See Working with Grids in list views and tabs
• Filter My list. See Using Task Pane filters
• Use Lookup to search for records. See Using lookup
• Click the name of the contact on the Contact list view to access the Contact detail view.
• View a group. See What are Groups?
• Using the group shortcut menu. See Using the Group Shortcut menu
• Manage groups. See Using the Groups list

The Task Pane contains the Common Tasks section. In this section, you can:

• Using Mail Merge in the web client. See Using Mail Merge in the web client
• Add to Group. See Adding Ad Hoc group records
• Remove from Group. See Adding Ad Hoc group records
• Save Records as a Group. See Adding an Ad Hoc group
• Export Records. See Exporting records to a file
• Show on Map. See Viewing contacts or accounts on a Contour map
• Promote to Dashboard. See Promoting a group to the Dashboard
• Import Records. See Importing records
• Update Records. See Updating multiple fields for multiple records
• Email contacts and leads. See Emailing contacts or leads
• Delete a contact. See Deleting Contacts
• Start CRM workflow. See Starting a CRM workflow

The Task Pane contains the Contact Tasks section. In this section, you can:

• Associate with User. See Associating or disassociating with a user.
• Disassociate from User. See Associating or disassociating with a user.
• Promote Infor CRM Back Office Extension only. See Back Office