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Navigating the Contact List

  • Updated
  • ~ minute read

In this article:

  • Use the Contact List
  • Apply Filters 
  • Save Filter Groups
  • Search for Contacts

6:11

 

Use the Contact List

The Contact List is an organized, filterable directory that allows you to quickly glance at contacts or accounts, all in one place.

To view your contact list:

  1. Go to Contacts 
  2. Click Contact List.

You can think of the Contact List as a big table. Across the column headers on top, you’ll find Contact Attributes such as: 

  • Name
  • Email
  • SSN
  • City
  • State
  • Entity 
  • Contact Type 

Just to name a few! You can decide how many or what kind of attributes you want to see in your list. To do that:

  1. Click on the three dots icon at the top right of your list.
  2. Select Contact Attributes.
    1. Decide what information you want to be displayed in your Contact List. 
  3. Once you’re set, click Done.

You can also arrange the columns as well. Simply place your cursor over the column name, then click and drag left or right.

You can choose to display the first name or last name of individuals:

  1. Go back to that same three dots icons.
  2. In the menu, you can switch between first and last names.

You can click on a client’s name to access their client record. If you click on their email, you'll initiate an email correspondence with that client.

Apply Filters

You can make use of Filters to display and perform certain actions on your contact list. 

Active filters are on the left side of the Contact List. The most basic filter displays only individuals or businesses. By default, it's set to All Entities to display your entire list.

The bottom pane allows you to add new filters using attributes such as names, contact, or business types.

Click on an attribute and select an operator. Then click in the blank space to pick from a list of items. This displays only contacts that match that criterion. You can add as many filters as makes sense for your work - so feel free to click Add Filter to add more. 

To edit a filter, simply click the pane and make your edits. To remove it altogether, click on the X in that filter’s pane.

Keep in mind that different attributes have specific kinds of operators depending on the kind of data. For example, attributes with dates (like birthdays) allow the options for certain date periods or between two specific dates.

Save Filter Groups

If you have a collection of filters you want to reference later on, save it as a Group. Scroll down to the bottom of your screen and select Save.

A prompt asks you to name your group. It’s best practice to name it something you’re filtering by.

Click Save Group.

The dropdown pane, by default, is referencing All Contacts. But now, you’ll see your filtered Grouping in this list. Selecting that group automatically applies those filters! You can also set a default grouping by selecting the star next to the group.

Now, if you wanted to send a newsletter to your client group, click on the checkbox in the list header to select everyone, and then click Send Email to send everyone an email! Brilliant!

Search for Contacts

As you expand your Contact List, you may need to quickly search for a contact’s record.

To search:

  1. Start by clicking on Contacts. 
  2. Place your cursor in the search bar.
  3. Begin typing a contact's name to search.

You can search by:

  • First or Last name of individuals 
  • Company Name for businesses

As you type, Canopy identifies any contacts matching your criteria. If you have clients with the same first or last name, it displays both.

Searching is also expanded by telephone number, email address, or even a contact’s display name if you have that available.

Once you’ve located your contact, click on the record to head into their Client Record.