Contacts List View

See Also

 

The Contacts list view shows a list of contacts in the ArchiOffice system.

 

 

 

Grid

Information shown in the grid includes full name, company name, job title, contact type, and the first phone number from the first address tab in the contact's profile.

This grid also displays which Contacts have projects setup in the system. The list is color-coded to indicate a contact's billing status. You can see if a contact is a billable client and if they owe money to your company.

 

Status

 

White indicates a regular contact.

Yellow indicates a contact having a billing address (billing client) with no unpaid invoices.

Green indicates a client owing you money (unpaid invoices but not yet past due).

Red indicates a contact having outstanding invoices (unpaid invoices past due).

 

Edit:

Click a listed contact to view record details.

 

Delete :

Click to delete contacts appearing in the list view.

 

Sort:

Any column header can be selected to sort information by that category.

 

Active Status:

Users can include or exclude contact records from their My List by selecting or clearing the Active check box for an individual contact in the list.

 

Button Panel

Search :

Use this search field to quickly locate contacts. The field's predictive search instantly display results as you type in this field.

 

Help:

Opens the ArchiOffice 2016 Help in the Contacts section.

 

Action

 

New:

Select this option to create a new contact record.

 

My List:

Select to view a list of contacts you designated as active.

 

Find:

Select to locate contacts matching specific criteria. The resulting Found Set displays in the List View.

 

Re-Find:

Select to return to the last Find criteria so you can modify the requests before executing the search.

 

Find All:

Select to view all contacts in the system.

 

Print:

Select this option to print a report of records displayed in the list view.

See Also