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Contacts page

Posted on 01 July 2022 06:51 am

List contacts in table with all useful data and principles actions.

 

Column visibility

The table can display all contact data. To guarantee flexibility and a good reading of the data, each user can choose the active columns that he wishes to see. This choice will be saved for future use.

 

Export

You can export this table to a file of different extensions (Excel, CSV and PDF)

 

Filters

A filter is a data point that you choose from to organize and sort through your contacts. You can add multiple filters using the “Filters” icon on the right side of the Contacts bloc.

 

Actions

You can manage each contact individually using this action list :

  • View
  • Edit
  • Add a note
  • Add a policy
  • Add a task
  • Add an appointment
  • Share
  • Call
  • Send a SMS
  • Send an email
  • Send a fax
  • Remove

 

Contacts groups

To organize your contacts and find them more easily, you can create additional groups. A modal listing the contact groups.

You can add, edit or delete groups.

 

Contacts shares

This app provides an option to share contacts to other users wallets according to your choice. When you share contacts, you can select how they can be shared split exical or all copied.

In the Table, you retrieve all share actions with button to cancel this.

 

Deleted contacts

The delete contacts action is reversible i.e. you can go back to restore. This table contains contacts that were deleted with the action of reactivate.