Use the Contact List to view and manage your contacts. Control which profile fields are displayed, and organize the list using filters and sorting options to support tasks such as reviewing contact details, printing reports or labels, sending emails, and working with specific groups of contacts.
The default fields displayed on the Contact list can be changed or reset at any time (Last Name, First Name, Next Contact, Preferred Contact, Phone: Mobile, Phone: Home, and Account Balance).
Add, Remove, or Change the On-Screen Display Order
- From the toolbar, select the customization button
then select Column Chooser. - From the Customization screen in the lower-right corner, click the checkbox next to the fields you want displayed (or clear the checkbox to hide fields). When finished, click the X to close.
- Hover over any of the displayed column headers
and click to drag them in the order you'd like them displayed. - To return to the default fields displayed, select the customization buttonthen select Reset.
Additional Options:
Use Advanced Search & Column Header Filters
Export Group or Print a Report
Send an Individual or Group Email
Apply Quick Filters
- Select the filter button
and choose Filter from the drop-down menu (or choose Clear Filters to remove any filters set). - From the slideout, select to filter from the following: Inactive Contact, Preferred Program, Uses Basic Skin Care, Favored Contact, Potential Consultant, Best Contact Time, Birthday, Account Status, Reward Points, Checklist, Tags, City, Email, Last Invoice, Info Last Changed, Next Contact, or Referred By. To clear all filters set, select Clear Filter from the drop-down.
Use Advanced Search & Column Header Filters
Display the column you want to filter, then click Advanced Search next to the Search field to filter or search by individual column header fields. To remove column header filters, click Reset. See Using Search and Advanced Search for detailed steps.
Create a Contact Log Entry
To add a contact log entry to a contact's profile, select the checkbox next to their name, then from the toolbar, select the new log entry button
. To create multiple identical entries at the same time, select the checkbox next to each name or the checkbox column header to select all names in the group. See Create an Entry in the Contact Log for detailed steps.
Export Group or Print a Report
From the toolbar, select the print button
and choose Print. In print preview, select
to print, or on a mobile device, tap the export button
to download as another file type, such as PDF, or XLSX as an Excel file.
Print Mailing Labels
From the toolbar, select the print button and choose Mailing Labels. From the Mailing Label Options, choose your label type, then OK. In print preview, select to print, or on a mobile device, tap the export button to download as another file type, such as PDF. See Print Contact Labels for detailed steps.
Send an Individual or Group Email
To create a group email, click the checkbox next to each contact, then from the toolbar select the email button
to launch the email. When you're finished composing the message, click Send. An entry will automatically be added to their Contact Log and can be viewed from the Contact Log tab on their profile, or from the Contact Log report. See Send an Individual or Group Email for detailed steps.
Additional Information:
Note: When printing, the column order is pre-defined and will not print in a custom order if rearranged.