The Contacts Section

The "Contacts" section is your central hub for managing all your professional connections within the platform.

📍Locating the Contacts Section

1. Locate the Contacts Section: This section is easily found in the main left-hand navigation menu under the “Contacts” section.
2. Accessing Your Contacts: Clicking "Contacts" will give you a comprehensive overview of everyone you are connected with through the platform.

❓What You Can Do in the Contacts Section

This section offers powerful tools to help you find and organize your contacts efficiently:

1. Searching for Specific Contacts:

• If you know the name of the contact you are looking for, the search bar located at the top of the "Contacts" page allows you to quickly find their profile by typing their name. As you type, the system will filter the list in real-time, making it easy to pinpoint the exact contact you need.

2. Filtering by Category:

• When you need to find contacts based on specific attributes, the "Filter by Category" dropdown menu is invaluable. This feature allows you to narrow down your contact list based on various criteria. Examples of categories you might find include:
  • Specialty: This could help you find contacts with specific expertise or roles, such as "Sales Manager," "Technical Support," or "Architect."
  • Program: If your organization works with different programs or projects, you can filter contacts based on their involvement in specific programs.
  • State: This filter allows you to locate contacts based on the geographical location where they work or provide services.

3. Ordering and Viewing Contacts:

• To further organize how you view your contacts, the platform provides several ordering and viewing options, typically located near the top right of the contact list:
  • Grid View: This view usually displays contacts in a visual format with profile pictures or company logos, offering a quick overview of your connections.
  • List View: This option presents contacts in a more traditional list format, often displaying more details like their title and company at a glance.
  • A-Z and Z-A: These ordering options allow you to sort your contacts alphabetically by last name, either in ascending (A-Z) or descending (Z-A) order.
  • Oldest: This sorts your contacts based on when they were added to the system, with the oldest contacts appearing first.
  • Newest: Conversely, this option displays the most recently added contacts at the top of the list.

ℹ️ Quickly Access and Share Contact Details

Each contact entry is displayed as a user-friendly card with readily identifiable icons for Phone, Email, LinkedIn, and Website. Get a fast preview of the specific information by hovering your mouse over the desired icon.

Additionally, you can easily copy these details to your clipboard, simplifying the process of sharing contact information.

📖 Understanding Contact Types

• Internal Contacts: Employees within the organization. Their profiles detail their roles and internal contact information.
• External Contacts: Individuals working for other companies (vendors). Their profiles include their company and direct contact details.
• Company Contacts: General information for the external companies of your external contacts. Often features generic company emails or support numbers for general inquiries.