Contacts
Contact records are the people that your firm will add to their account. Contacts can be added as individuals, associated with a single company record, or associated with multiple company records.
To navigate to the Contacts page, click on the Contacts icon located in the blue toolbar on the left hand side of your screen.
In this section you will find a complete list of contacts that have been entered and/or imported into to you ABLE account. You can also search for a specific contact and filter the list down to a targeted group of contacts.
Searching
You can search for contacts in ABLE two different ways:
- Using the global search box in the top right-hand corner of the ABLE screen. In this field you can search by contact or company name.
- In the 'Contacts Search' bar located at the top of the Contacts page. Begin typing the name of the contact. You can type any part of the first name, last name or nickname and the list of contacts will narrow to match the criteria you have entered.
When you find the contact you are looking for, select that contact to navigate to view and edit.
Tip: For any Clients, Referral opportunities or Prospects that are on your tiles, you will be able to see their major and minor dashboard.
Filtering and Exporting
Located just beneath the search bar, the filter rows allow you to limit the list of contacts you view by specific criteria. Contacts can be filtered by tag, role, industry and more. Filters can be used in any combination you choose. Once you have restricted the list to the appropriate contacts, you can click the export button to download the appropriate contact information.
Tip: If you frequently use a specific set of filters, you have the option to save that filter as a view.
More questions? Email us at support@growwithable.com
